William Dunlop, financial advisor San Antonio TX
96 score

William Dunlop

CRD Number: 1954519
Current Firm: American Funds Distributors, Inc.

William Dunlop (CRD# 1954519) is an Investment Advisor Representative working at American Funds Distributors, Inc. in San Antonio, TX and has over 23 years of experience in the finance industry. William Dunlop has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
American Funds Distributors, Inc. San Antonio, TX Aug 1990 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
Contact Info for William K. Dunlop
Phone Number: 213-486-9200
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States


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