MD
MD

Mark Dunbar

9 Years of Experience
Ann Arbor, MI
Broker

Mark Dunbar is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ann Arbor, MI, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

4420 Jackson Road, Suite 101, Ann Arbor, MI, 48103

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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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Other Business Activities

Mark is a partner and officer (Secretary) at Legacy Financial, where he works as a financial advisor. He dedicates minimal time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2017 - Present · 9 yrs 1 mo
Raymond James Financial Services, INC.Broker
March 2017 - Present · 9 yrs 2 mos
State Registrations32 states
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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.
Mark Dunbar - Financial Advisor | TrueAdvisor