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Doretta Louise Dunegan

ALTERNATIVE STRATEGIES GROUP, INC.·CHARLOTTE, North Carolina
Unclaimed Profile
401 SOUTH TRYON STREET, CHARLOTTE, NC 28202CRD# 2200106Firm CRD# 133204
01

About

Doretta Louise Dunegan is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with ALTERNATIVE STRATEGIES GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
WELLS FARGO INVESTMENT INSTITUTE, INC.
WELLS FARGO INVESTMENT INSTITUTE, INC.
AUM
$44.0B
Regulatory assets under management
Employees
251
Total firm employees
View all advisors at WELLS FARGO INVESTMENT INSTITUTE, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2200106
Firm CRD# 133204
11 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Doretta Louise Dunegan offer?
Doretta Louise Dunegan specializes in Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Doretta Louise Dunegan's credentials?
Doretta Louise Dunegan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Doretta Louise Dunegan located?
Doretta Louise Dunegan is based in CHARLOTTE, North Carolina, working with ALTERNATIVE STRATEGIES GROUP, INC.. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Doretta Louise Dunegan charge for services?
Doretta Louise Dunegan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALTERNATIVE STRATEGIES GROUP, INC.?
ALTERNATIVE STRATEGIES GROUP, INC. has approximately 251 employees and manages $44.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
RALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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