MD
MD

Mary Dunlap

1 Year of Experience
Memphis, TN
Broker

Mary Dunlap is a registered investment advisor at Raymond James & Associates, INC., based in Memphis, TN, with 1 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1100 Ridgeway Loop Road, Memphis, TN, 38120

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Mary works as a freelance musician and violinist for multiple churches. This activity takes a few hours per week and is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
July 2024 - Present · 2 yrs
Raymond James & Associates, INC.Broker
May 2024 - Present · 2 yrs 2 mos
State Registrations2 states
MSTN
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.