John DunstanCRD Number: 1431724
Current Firm: Lakeview Financial Group LLC
John Dunstan (CRD# 1431724) is an Investment Advisor Representative working at Lakeview Financial Group LLC in Seattle, WA and has over 31 years of experience in the finance industry. John Dunstan 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.
Brighton Jones LLC
|Cetera Advisors Networks LLC||El Segundo, CA||Jan 2013 - Current||4|
|Lakeview Financial Group LLC||Seattle, WA||Jan 2006 - Current||11|
|Financial Network Investment Corporation||El Segundo, CA||Oct 1989 - Dec 2012||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1985|
Total Assets Under Management300MILLIONS
Total Number of Accounts1,171ACCOUNTS
Average Account Value$256,191
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, WA
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