Kelley DunlapCRD Number: 4567200
Current Firm: Stifel, Nicolaus & Company, Incorporated
Kelley Dunlap (CRD# 4567200) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Little Rock, AR and has over 14 years of experience in the finance industry.
Crosscurrent Wealthmanagement, LLC
Msi Financial Services, Inc.
Fiduciary Wealth Management, LLC
|Stifel Nicolaus & Co Inc.||Little Rock, AR||Dec 2011 - Current||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Little Rock, AR||Jul 2002 - Dec 2011||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2002|
Total Assets Under Management38,401MILLIONS
Total Number of Accounts115,441ACCOUNTS
Average Account Value$332,650
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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