AdvisorOS Directory
Claim Profile
Unclaimed Profile
FD

Frederick John Dunbar

PLANNING DIRECTIONS, INC.·GLEN MILLS, Pennsylvania
SIE, Series 6, Series 22, Series 24, Series 53, Series 62, Series 63, Series 65, Series 72ChFCClean record33 years registeredPLANNING 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. · 33 years registered
Brand Profile
Not yet started
01

Career History

COMMON CENTS PLANNING
Jun 1993 – present
COMMONWEALTH FINANCIAL NETWORK
Jun 2010 – Mar 2012
GLEN MILLS, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 22
Series 24
Series 53
Series 62
Series 63
Series 65
Series 72
Registration record
First registered · June 24, 1993
Years registered · 33
Professional designation · ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PLANNING DIRECTIONS, INC.
CRD 120131 · SEC 801-62686
AUM
$423M
Regulatory assets under management
Employees
7
1,258 client accounts
Services offered by PLANNING DIRECTIONS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PLANNING DIRECTIONS, INC. →
Introduction

Speak with Frederick

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Frederick is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GLEN MILLS?

Browse all registered financial advisors in GLEN MILLS, Pennsylvania or claim this profile if it's yours.

Browse GLEN MILLS AdvisorsAre you this advisor? Claim profile
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 holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PLANNING DIRECTIONS, INC.

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

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
City Guides
PITTSBURGH GuidePHILADELPHIA GuideWAYNE GuideRADNOR GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile