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Brian Scott Dunckley

PLUM POINTE WEALTH MANAGEMENT, LLC·PROVIDENCE, Rhode Island
Unclaimed Profile
225 DYER STREET, PROVIDENCE, RI 02903CRD# 4953453Firm CRD# 332618
01

About

Brian Scott Dunckley is a registered financial advisor based in PROVIDENCE, Rhode Island, affiliated with PLUM POINTE WEALTH MANAGEMENT, 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
PLUM POINTE WEALTH MANAGEMENT, LLC
PLUM POINTE WEALTH MANAGEMENT
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PLUM POINTE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4953453
Firm CRD# 332618
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Scott Dunckley offer?
Brian Scott Dunckley specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PROVIDENCE, Rhode Island for a consultation.
What are Brian Scott Dunckley's credentials?
Brian Scott Dunckley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Scott Dunckley located?
Brian Scott Dunckley is based in PROVIDENCE, Rhode Island, working with PLUM POINTE WEALTH MANAGEMENT, LLC. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.
How does Brian Scott Dunckley charge for services?
Brian Scott Dunckley'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 PLUM POINTE WEALTH MANAGEMENT, LLC?
PLUM POINTE WEALTH MANAGEMENT, LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Rhode Island
SMITHFIELD (23)WESTERLY (17)NEWPORT (12)WARWICK (11)WEST WARWICK (9)
City Guides
SMITHFIELD GuideWESTERLY GuideNEWPORT GuideWARWICK GuideWEST WARWICK Guide
Research
Advisor Fees in Rhode IslandNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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