AdvisorOS Directory
Claim Profile
MD

Margaret C Dunn

STEADMONT ADVISORS, LLC·VESTAVIA HILLS, Alabama
Unclaimed Profile
2081 COLUMBIANA ROAD, VESTAVIA HILLS, AL 35216CRD# 3029700Firm CRD# 328882
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STEADMONT ADVISORS, LLC
STEADMONT ADVISORS, LLC
AUM
$308M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at STEADMONT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3029700
Firm CRD# 328882
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in VESTAVIA HILLS?

Browse all registered financial advisors in VESTAVIA HILLS, Alabama or claim this profile if it's yours.

Browse VESTAVIA HILLS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in VESTAVIA HILLS
Brian Alan Ryals — RFG ADVISORY, LLCHamilton Perkins Bouchelle Poynor — RFG ADVISORY GROUP, LLCRichard Henry Ohlrich — RFG ADVISORY, LLCJames Randolph Martin — SUNBURST FINANCIAL GROUP, LLCBobby Ray Trust White — RFG ADVISORY, LLC
Nearby cities in Alabama
BIRMINGHAM (369)MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)FAIRHOPE (13)
City Guides
BIRMINGHAM GuideMOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideFAIRHOPE Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile