Unclaimed Profile

Margaret C Dunn

STEADMONT ADVISORS, LLC·VESTAVIA HILLS, Alabama

Clean recordSTEADMONT ADVISORS, LLC

2081 COLUMBIANA ROAD, VESTAVIA HILLS, AL 35216CRD# 3029700Firm CRD# 328882

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Margaret C Dunn · VESTAVIA HILLS, AL

Registration

CRD #3029700 · STEADMONT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Margaret C Dunn is a registered financial advisor based in VESTAVIA HILLS, Alabama, affiliated with STEADMONT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

STEADMONT ADVISORS, LLC

AUM

$308M

Regulatory assets under management

Employees

Total firm employees

View all advisors at STEADMONT ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 3029700

Firm CRD# 328882

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Frequently Asked Questions

What services does Margaret C Dunn offer?

Margaret C Dunn specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in VESTAVIA HILLS, Alabama for a consultation.

What are Margaret C Dunn's credentials?

Margaret C Dunn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Margaret C Dunn located?

Margaret C Dunn is based in VESTAVIA HILLS, Alabama, working with STEADMONT ADVISORS, LLC. Their office serves clients in the VESTAVIA HILLS metropolitan area and surrounding communities.

How does Margaret C Dunn charge for services?

Margaret C Dunn's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STEADMONT ADVISORS, LLC?

STEADMONT ADVISORS, LLC has approximately 4 employees and manages $308M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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