Patrick Dunn is a registered investment advisor at Olde Raleigh Financial Group, based in Raleigh, NC, with 17 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Under the standard schedule, the annual advisory fee will not exceed 2.00% per year. Fees are negotiable based on factors such as account size, services requested, and overall relationship.
Fee Estimator
Location
3110 Edwards Mill Road, Suite 340, Raleigh, NC, 27612
Get directionsHistory
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 →Employment History
Current Registrations
Olde Raleigh Financial Group
Previous Registrations
Fidelity Brokerage Services LLCBroker
Gwfs Equities, INC.Broker
Fidelity Brokerage Services LLCBroker
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.
Exams
More Advisors
- Stuart Strickland, CFPWells Fargo Advisors
- Draven Sneed, CFPLPL Financial LLC
- Michael Venter, CFAStrategic Advisers LLC
- Michael Palmer, CFPArk Royal Wealth Management LLC
- Teresa Yent, ChFCUSA Financial Securities LLC
- Joseph Aulisi, CFPFoundry Financial LLC