Philip D'ungerCRD Number: 6125619
Current Firm: Strategic Advisers, Inc.
Philip D'unger (CRD# 6125619) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Durham, NC and has over 5 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Fidelity Investments||Cary, NC||Nov 2011 - Current||6|
|Durham Police Department||Durham, NC||Aug 2010 - Sep 2011||1|
|Best Buy||Durham, NC||Oct 2009 - Aug 2010||< 1|
|Team Green||Lakewood, WA||Sep 2008 - Sep 2009||1|
|Unemployed||Tacoma, WA||May 2008 - Sep 2008||< 1|
|Furman University||Greenville, SC||Sep 2007 - May 2008||< 1|
|Furman University Golf Course||Greenville, SC||Jun 2007 - Aug 2007||< 1|
|Furman University||Greenville, SC||Sep 2006 - Jun 2007||< 1|
|Liu Lius||Fort Mill, SC||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2012|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV