Joel Dunbar, financial advisor Glendale CA
90 score

Joel Dunbar

CRD Number: 5950789
Current Firm: Valic Financial Advisors, Inc.

Joel Dunbar (CRD# 5950789) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Glendale, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors Orange, CA Apr 2015 - Current 1
Jp Morgan Chase Bank San Luis Obipso, CA May 2014 - Apr 2015 < 1
Jp Morgan Securities LLC San Luis Obipso, CA May 2014 - Apr 2015 < 1
Lpl Financial LLC Santa Maria, CA Feb 2014 - Apr 2014 < 1
May Wealth Management Group Santa Maria, CA Feb 2014 - Apr 2014 < 1
Morgan Stanley Smith Barney San Luis Obispo, CA Aug 2012 - Feb 2014 1
Morgan Stanley Wealth Management San Luis Obispo, CA Aug 2012 - Feb 2014 1
Morgan Stanley Smith Barney San Luis Obispo, CA Sep 2012 - Sep 2012 < 1
Bank Of America Atascadero, CA Jan 2012 - Jul 2012 < 1
Edward Jones Paso Robles, CA Jul 2011 - Oct 2011 < 1
Edward Jones Paso Robles, CA Jun 2011 - Jul 2011 < 1
Heritage Oaks Bank Paso Robles, CA Oct 2010 - Jun 2011 < 1
Wells Fargo Bank Paso Robles, CA Feb 2009 - Oct 2010 1
Home Depot Atascadero, CA Sep 2008 - Feb 2009 < 1
Mission College Preparatory Catholic High School San Luis Obispo, CA May 2008 - Oct 2008 < 1
Paso Bowl Paso Robles, CA Jan 2006 - May 2008 2
Mission College Preparatory Catholic High School San Luis Obispo, CA Jul 2001 - May 2008 6
The Ravine Waterpark Paso Robles, CA May 2007 - Sep 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Joel M. Dunbar
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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
90
Clean Record
This advisor has a clean track record with regulators.

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