Carleen Dunagan
Carleen Dunagan is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Salem, OR, with 33 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
Firm Size
IM Fee
Assets Under Management
Location
550 Center Street NE, Salem, OR, 97301
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2012Other Business Activities
Carleen owns rental real estate property since 2009, dedicating minimal time to it. She also works as a wealth advisor for both Columbia Wealth Advisors and Umpqua Bank, spending about a quarter to half of her time on each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Liberty Securities CorporationBroker
Wall Street Investor ServicesBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations13 states
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.