Michael Dunlap (CRD# 5368000) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Hayden, ID and has over 16 years of experience in the finance industry. Michael Dunlap has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1341565
D.a. Davidson & Company
CRD# 4410751
Centaurus Financial, Inc.
CRD# 6408097
Interfund Management Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Legacy Wealth Management, LLC | Boise, ID | Nov 2022 - Current | 1 |
Pathway Advisors, LLC | Fallbrook, CA | Dec 2019 - Current | 4 |
Pathway Advisors, LLC | Fallbrook, CA | Jul 2014 - Current | 9 |
Dunlap Wealth Management, Apc | Fallbrook, CA | Aug 2010 - Current | 13 |
Indpendent Financial Group | Escondidoo, CA | Jan 2012 - Feb 2020 | 8 |
Peck, Barr & Associates, Cpa | Escondido, CA | Dec 2009 - Jul 2018 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- ID
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Total Assets Under Management276MILLIONS
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Total Number of Accounts2,921ACCOUNTS
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Average Account Value$94,449
- A percentage of assets under your management
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