Denise DunlapCRD Number: 4097615
Current Firm: Missionsquare Retirement
Denise Dunlap (CRD# 4097615) is an Investment Advisor Representative working at Missionsquare Retirement in Richmond, VA and has over 2 years of experience in the finance industry.
Mml Investors Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Frontier Financial Partners, LLC
|Icma-rc Services, LLC||Washington, DC||Sep 2017 - Current||4|
|Clearview/scott & Stringfellow, Inc.||Richmond, VA||Apr 2008 - Sep 2017||9|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2019|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management713MILLIONS
Total Number of Accounts1ACCOUNTS
Average Account Value$713,237,766
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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