Michael Dunbar, financial advisor Tacoma WA
96 score

Michael Dunbar

CRD Number: 1221526
Current Firm: Financial Insights Inc.

Michael Dunbar (CRD# 1221526) is an Investment Advisor Representative working at Financial Insights Inc. in Tacoma, WA and has over 32 years of experience in the finance industry. Michael Dunbar 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
Purshe Kaplan Sterling Investments Albany, NY Sep 2015 - Current 1
Financial Insights Inc. Tacoma, WA Sep 2015 - Current 1
Michael Dunbar, Cfp LLC Tacoma, WA Jan 2006 - Current 10
Next Financial Group Inc. Tacoma, WA Aug 2009 - Sep 2015 6
Mutual Service Corporation West Palm Bech, FL Mar 1999 - Aug 2009 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1984
Contact Info for Michael W. Dunbar
Phone Number: 253-627-6010
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    247
    MILLIONS
  • Total Number of Accounts
    993
    ACCOUNTS
  • Average Account Value
    $248,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, HI, NH, TX, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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