Daniel DunlapCRD Number: 5276291
Current Firm: Bpu Investment Management, Inc.
Daniel Dunlap (CRD# 5276291) is an Investment Advisor Representative working at Bpu Investment Management, Inc. in Greensburg, PA and has over 10 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Staley Capital Advisers Inc.
Xpyria Investment Advisors, Inc.
|Bpu Investment Management, Inc.||Pittsburgh, PA||Aug 2010 - Current||6|
|Nationwide Securities, LLC||New Alexandria, PA||Aug 2008 - Aug 2010||2|
|Nationwide Life Insurance||Pittsburgh, PA||Jan 2007 - Aug 2010||3|
|1717 Capital Management Co||Newark, DE||Jan 2007 - Aug 2008||1|
|Allegheny Power||Greensburg, PA||Jul 2006 - Jan 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2007|
|S65||NASAA Investment Advisors Law Examination||May 2010|
Total Assets Under Management699MILLIONS
Total Number of Accounts1,792ACCOUNTS
Average Account Value$389,917
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, FL, GA, IL, KY, LA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV