Henry DunbarCRD Number: 4595498
Current Firm: First Citizens Investor Services, Inc.
Henry Dunbar (CRD# 4595498) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 14 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Oak City Consulting, LLC
|First Citizens Bank||Raleigh, NC||Oct 2014 - Current||2|
|First Citizens Investor Services||Raleigh, NC||Oct 2014 - Current||2|
|Branch Banking And Trust Co||Raleigh, NC||Apr 1999 - Oct 2014||15|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2001|
Total Assets Under Management559MILLIONS
Total Number of Accounts2,293ACCOUNTS
Average Account Value$243,803
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, GA, ID, IL, IN, MD, MS, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WV