William Dunker is a registered investment advisor at Integrity Advisory Solutions, based in Yardley, PA, with 30 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
Location
301 Oxford Valley Road, 1106B, Yardley, PA, 19067
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Regulatory History
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
William is a volunteer baseball coach, dedicating about 10-20% of his time to this activity. This activity is not investment-related.
Employment History
Current Registrations
Integrity Advisory Solutions
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
Lion Street Financial, LLCBroker
Principal Securities, INC.
Principal Securities, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Ing Financial Partners, INC.Broker
Ing Financial Partners, INC
Locust Street Securities, INC.
Locust Street Securities, INC.Broker
Brenton Investments, INC.Broker
Smith Barney INC.Broker
Brenton Investments, INC.Broker
Dickinson & CO.Broker
State Registrations1 state
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.