Thomas Dundorf (CRD# 2080469) is an Investment Advisor Representative working at Efficient Advisors in Matthews, NC and has over 33 years of experience in the finance industry. Thomas Dundorf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Family Wealth Partners, LLC | Matthews, NC | Jan 2022 - Current | 2 |
| Family Wealth Partners, LLC | Matthews, NC | Jan 2003 - Current | 21 |
| Lpl Financial, LLC | Matthews, NC | Sep 2016 - Jan 2022 | 5 |
| Independent Advisor Alliance, LLC | Charlotte, NC | Sep 2016 - Jan 2022 | 5 |
| Family Wealth Counselors Of The Carolinas | Charlotte, NC | Feb 2006 - Jan 2022 | 15 |
| Family Wealth Partners Inc. | Matthews, NC | Mar 2005 - Jan 2022 | 16 |
| Efficient Advisors, LLC | Philadelphia, PA | Feb 2016 - Sep 2016 | < 1 |
| Purshe Kaplan Sterling | Albany, NY | Dec 2011 - Mar 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1990 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1998 |
- NC
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Total Assets Under Management2,358MILLIONS
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Total Number of Accounts15,510ACCOUNTS
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Average Account Value$152,004
- 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
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