CD
CD

Christopher Dunlap

25 Years of Experience
San Antonio, TX
Broker

Christopher Dunlap is a registered investment advisor at Capital Client Group, INC., based in San Antonio, TX, with 25 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

San Antonio, TX

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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.

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Employment History
Current Registrations
Capital Client Group, INC.
April 2013 - Present · 13 yrs 1 mo
Capital Client Group, INC.
March 2012 - Present · 14 yrs 2 mos
Capital Client Group, INC.Broker
March 2012 - Present · 14 yrs 2 mos
Previous Registrations
Advisors Asset Management, INC.
August 2010 - March 2012 · 1 yr 7 mos
Advisors Asset Management, INC.Broker
July 2010 - March 2012 · 1 yr 8 mos
Planco Financial Services, LLCBroker
April 2007 - December 2008 · 1 yr 8 mos
Aig Sunamerica Capital Services, INC.Broker
February 2005 - March 2007 · 2 yrs 1 mo
Van Kampen Funds INC.Broker
February 2004 - February 2005 · 1 yr
Banc One Securities CorporationBroker
January 2004 - February 2004 · 1 mo
Aig Sunamerica Capital Services, INC.Broker
May 2000 - January 2004 · 3 yrs 8 mos
Edward JonesBroker
November 1998 - February 2000 · 1 yr 3 mos
State Registrations6 states
CAKSNVOKTXUT
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.