Daniel Dunlap, financial advisor Latrobe PA

Daniel Dunlap

CRD Number: 5276291
Current Firm: Mutual Advisors, LLC

Daniel Dunlap (CRD# 5276291) is an Investment Advisor Representative working at Mutual Advisors, LLC in Latrobe, PA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Securities, Inc. Camarillo, CA Oct 2019 - Current 4
Mutual Advisors, LLC Casper, WY Oct 2019 - Current 4
Bpu Investment Management, Inc. Pittsburgh, PA Aug 2010 - Oct 2019 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S65 NASAA Investment Advisors Law Examination May 2010
Contact Info for Daniel R. Dunlap
Phone Number: 307-439-6357
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    5,306
    MILLIONS
  • Total Number of Accounts
    20,842
    ACCOUNTS
  • Average Account Value
    $254,582
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

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