Rachel Dunbar, financial advisor Cleveland OH
89 score

Rachel Dunbar

CRD Number: 3056099
Current Firm: Pnc Investments

Rachel Dunbar (CRD# 3056099) is an Investment Advisor Representative working at Pnc Investments in Cleveland, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Cleveland, OH May 2016 - Current < 1
Morgan Stanley Smith Barney Cleveland, OH Sep 2011 - May 2016 4
Ubs Financial Services Inc. Pepper Pike, OH Apr 2010 - Aug 2011 1
Unemployed Mentor, OH Mar 2009 - Apr 2010 1
State Farm Insurance-janet Martin Agency Cartersville, GA Oct 2008 - Feb 2009 < 1
Unemployed Cartersville, GA May 2008 - Oct 2008 < 1
Ubs Financial Services Inc. Cleveland, OH Feb 2007 - May 2008 1
Mcdonald Investments Inc. Cleveland, OH Apr 1998 - Feb 2007 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Rachel L. Dunbar
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • IN
  • OH
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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