Kelly Dunston, financial advisor Hunt Valley MD
93 score

Kelly Dunston

CRD Number: 4533365
Current Firm: Park Avenue Securities LLC

Kelly Dunston (CRD# 4533365) is an Investment Advisor Representative working at Park Avenue Securities LLC in Hunt Valley, MD and has over 14 years of experience in the finance industry.

Similar Advisors
Brian Kuhn, financial advisor Hunt Valley MD
Brian Kuhn
CRD# 4474832
Planning Solutions Group, LLC
Score
104
Similar Advisors
Nicholas Ibello, financial advisor Hunt Valley MD
Nicholas A. Ibello
CRD# 5820593
Commonwealth Financial Network
Score
103
Similar Advisors
Jeffrey Judge, financial advisor Hunt Valley MD
Jeffrey M. Judge
CRD# 5903701
Msi Financial Services, Inc.
Score
103
Company Name Location Dates Years
Guardian Life Insurance Co Of America Hunt Valley, MD Jan 2012 - Current 4
Park Avenue Securities LLC Hunt Valley, MD Jan 2012 - Current 4
Raskin Global Sparks, MD Sep 2011 - Current 5
Guardian Life Insurance Co Of America Sparks, MD May 2007 - Jan 2012 4
Park Avenue Securities LLC Sparks, MD May 2007 - Jan 2012 4
Wealth Advisory Partners Hunt Valley, MD Jul 2001 - Sep 2011 10
Park Avenue Securities Hunt Valley, MD May 2002 - May 2007 5
Guardian Life Insurance Company Hunt Valley, MD Apr 2002 - May 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S65 NASAA Investment Advisors Law Examination Jan 2003
Contact Info for Kelly M. Dunston
Phone Number: 1-888-600-4667
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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

Ready to hire a financial advisor? Get competitive proposals from Kelly Dunston and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.