Connor Dunlop
Connor Dunlop is a CFP-designated registered investment advisor at Benjamin F. Edwards Wealth Management, LLC, based in St. Louis, MO, with 19 years of industry experience. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,817 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EWM offers discretionary investment management services through wrap fee or unbundled accounts. Fees are negotiable and customized based on the services provided. The advisor determines the fee for each client, and fees vary based on factors like the cost of business and the advisor's experience. Clients pay quarterly based on the average daily value of the account. Fees are negotiable.
Location
One North Brentwood Blvd., Suite 510, St. Louis, MO, 63105
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Regulatory History (1)
Customer Dispute
March 2009Other Business Activities
Connor is a 50% owner of Dunlop Investment Group, LLC, where he provides investment advice to clients. This activity takes up a full-time commitment during trading hours.
Employment History
Current Registrations
Benjamin F. Edwards Wealth Management, LLC
Benjamin F. Edwards & Company, INC.Broker
Previous Registrations
Benjamin F. Edwards & Company, Incorporated
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations22 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.