Gregory Dunne (CRD# 6793865) is an Investment Advisor Representative working at Raleigh Investment Advisors, Inc. in Raleigh, NC and has over 6 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 5888654
Cambridge Investment Research Advisors, Inc.
CRD# 2728867
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raleigh Investment Advisors | Raleigh, NC | May 2017 - Current | 6 |
| Self Employed | Raleigh, NC | Nov 2016 - Current | 7 |
| General Electric | Niskayuna, NY | Jan 2005 - Oct 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- NC
-
Total Assets Under Management21MILLIONS
-
Total Number of Accounts42ACCOUNTS
-
Average Account Value$500,000
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
NC
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