Frederick DunbarCRD Number: 1011229
Current Firm: Planning Directions, Inc.
Frederick Dunbar (CRD# 1011229) is an Investment Advisor Representative working at Planning Directions, Inc. in Glen Mills, PA and has over 36 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Sensenig Capital Advisors, Inc.
Dedicated Investment Advisers LLC
|Commonwealth Equity Services, Inc.||Glen Mills, PA||Jan 1993 - Current||25|
|Planning Directions, Inc.||Glen Mills, PA||Jun 1988 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1983|
|S65||NASAA Investment Advisors Law Examination||Mar 1993|
Total Assets Under Management180MILLIONS
Total Number of Accounts903ACCOUNTS
Average Account Value$199,262
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
DE, FL, LA, NJ, NY, PA, TX