BD
BD

Bruce Dunbar

44 Years of Experience
Ann Arbor, MI
Broker

Bruce Dunbar is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ann Arbor, MI, with 44 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

4420 Jackson Rd., Suite 101, Ann Arbor, MI, 48103

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Bruce owns BJD Office, LLC, the office building where his offices are located, dedicating minimal time to it. He also owns Legacy Financial, his operating company, and spends minimal time on it.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2010 - Present · 15 yrs 10 mos
Raymond James Financial Services, INC.
August 2003 - Present · 22 yrs 11 mos
Raymond James Financial Services, INC.Broker
August 2003 - Present · 22 yrs 11 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
November 1997 - August 2003 · 5 yrs 9 mos
First of Michigan CorporationBroker
March 1990 - November 1997 · 7 yrs 8 mos
Smith, Hague & CO., IncorporatedBroker
January 1982 - March 1990 · 8 yrs 2 mos
State Registrations33 states
AZCACOCTDEFLGAHIILINKYMAMDMEMIMNMONCNJNMNVNYOHORPASCTNTXVAWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.