Frederick Dunbar (CRD# 1011229) is an Investment Advisor Representative working at Planning Directions, Inc. in Glen Mills, PA and has over 41 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planning Directions, Inc. | Glen Mills, PA | Jul 2023 - Current | < 1 |
| Common Cents Planning, Inc. | Glen Mills, PA | Jul 2023 - Current | < 1 |
| Commonwealth Equity Services, Inc. | Glen Mills, PA | Jan 1993 - Current | 31 |
| Planning Directions, Inc. | Glen Mills, PA | Jun 1988 - Jun 2023 | 35 |
| Common Cents Planning, Inc. | Glen Mills, PA | Feb 1985 - Jun 2023 | 38 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1983 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1993 |
- NJ
- PA
- TX
-
Total Assets Under Management423MILLIONS
-
Total Number of Accounts1,258ACCOUNTS
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Average Account Value$336,098
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, DE, FL, GA, LA, NJ, NY, PA, SC, TX
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