Joel DunbarCRD 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 4 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|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|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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