Frederick Dunbar, financial advisor Glen Mills PA
101 score

Frederick Dunbar

CRD 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 35 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Commonwealth Equity Services, Inc. Glen Mills, PA Jan 1993 - Current 23
Planning Directions, Inc. Glen Mills, PA Jun 1988 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1983
S65 NASAA Investment Advisors Law Examination Mar 1993
Contact Info for Frederick J. Dunbar
By the Numbers
  • Total Assets Under Management
    160
    MILLIONS
  • Total Number of Accounts
    847
    ACCOUNTS
  • Average Account Value
    $188,471
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

DE, FL, NJ, NY, PA

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BADGES
101
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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