Richard DunsfordCRD Number: 4568607
Current Firm: Invest Financial Corporation
Richard Dunsford (CRD# 4568607) is an Investment Advisor Representative working at Invest Financial Corporation in Tampa, FL and has over 10 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Invest Financial||Tampa, FL||Jun 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2007|
Total Assets Under Management4,432MILLIONS
Total Number of Accounts31,513ACCOUNTS
Average Account Value$140,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops