Carleen Dunagan (CRD# 2075716) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Salem, OR and has over 33 years of experience in the finance industry.
CRD# 6375005
Edward Jones
CRD# 2113992
Mariner Wealth
CRD# 2795104
True Private Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Salem, OR | Oct 2023 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Salem, OR | Oct 2023 - Current | < 1 |
| Umpqua Bank | Salem, OR | Mar 2023 - Current | 1 |
| Columbia Wealth Advisors | Salem, OR | Mar 2023 - Current | 1 |
| Cetera Investment Advisers LLC | Salem, OR | Jan 2014 - Oct 2023 | 9 |
| Cetera Investment Services LLC | St Cloud, MN | Jun 1996 - Oct 2023 | 27 |
| Columbia State Bank | Salem, OR | Aug 1991 - Mar 2023 | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1990 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2010 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OR
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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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, WY
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