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Frederick John Dunbar

PLANNING DIRECTIONS, INC.·GLEN MILLS, Pennsylvania
Clean recordPLANNING DIRECTIONS, INC.
239 BALTIMORE PIKE, GLEN MILLS, PA 19342-1127CRD# 1011229Firm CRD# 120131

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Frederick John Dunbar · GLEN MILLS, PA
Registration
CRD #1011229 · PLANNING DIRECTIONS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Frederick John Dunbar is a registered financial advisor based in GLEN MILLS, Pennsylvania, affiliated with PLANNING DIRECTIONS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PLANNING DIRECTIONS, INC.
PLANNING DIRECTIONS, INC.
AUM
$423M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PLANNING DIRECTIONS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1011229
Firm CRD# 120131
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Frederick John Dunbar offer?
Frederick John Dunbar specializes in Financial Planning, Investment Management. Contact their office in GLEN MILLS, Pennsylvania for a consultation.
What are Frederick John Dunbar's credentials?
Frederick John Dunbar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frederick John Dunbar located?
Frederick John Dunbar is based in GLEN MILLS, Pennsylvania, working with PLANNING DIRECTIONS, INC.. Their office serves clients in the GLEN MILLS metropolitan area and surrounding communities.
How does Frederick John Dunbar charge for services?
Frederick John Dunbar's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PLANNING DIRECTIONS, INC.?
PLANNING DIRECTIONS, INC. has approximately 7 employees and manages $423M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PLANNING DIRECTIONS, INC.

Matthew Scott Ellis
GLEN MILLS, PA
William Francis Muller
GLEN MILLS, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
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Research
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