MD
CFP · ChFC
MD
CFP · ChFC

Michael Dunaway

9 Years of Experience
Holly Springs, NC
Broker

Michael Dunaway is a CFP, ChFC-designated registered investment advisor, based in Holly Springs, NC, with 9 years of industry experience.

Location

275 W Center St., Holly Springs, NC, 27540

Get directions

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.

Learn about disclosures →
Other Business Activities

Michael is the owner and president of Corval Strategic Wealth Management, where he manages client accounts, investments, and financial planning, dedicating about 10-20% of his time. He is also an independent contractor for Four Corners Advisor Group but has no responsibilities or payment from them, dedicating minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2024 - Present · 1 yr 11 mos
Raymond James Financial Services, INC.Broker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Edward Jones
April 2017 - June 2024 · 7 yrs 2 mos
Edward JonesBroker
January 2017 - June 2024 · 7 yrs 5 mos
State Registrations17 states
CACODCFLGAINKSMSNCNYORPARISCTNVAWI
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.
Michael Dunaway - Financial Advisor | TrueAdvisor