James Dunsmore, financial advisor Philadelphia PA
96 score

James Dunsmore

CRD Number: 1013975
Current Firm: Private Advisor Group, LLC

James Dunsmore (CRD# 1013975) is an Investment Advisor Representative working at Private Advisor Group, LLC in Philadelphia, PA and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Private Advisor Group, LLC Philadelphia, PA Jun 2012 - Current 4
Lpl Financial Philadelphia, PA May 2012 - Current 4
Ubs Financial Services Inc. Radnor, PA Apr 1998 - May 2012 14
Ubs Philadelphia, PA Apr 1998 - May 2012 14
James Dunsmore Byrn Mawr, PA Aug 1989 - May 2012 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1996
S65 NASAA Investment Advisors Law Examination Jun 1998
Contact Info for James D. Dunsmore
Phone Number: 973-538-7010
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    10,642
    MILLIONS
  • Total Number of Accounts
    48,558
    ACCOUNTS
  • Average Account Value
    $219,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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