Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carter? Claim Your ProfileCarter Wesley Dunlap is a registered investment advisor representative with Dunlap Equity Management, LLC. Carter has been in the industry since 1982 and has worked at Robertson, Colman & Stephens before joining Dunlap Equity Management, LLC. Carter is licensed in California and has passed both the Series 7 and Series 2 exams. Dunlap Equity Management, LLC manages approximately $66,572,348 in assets for a single client. Carter specializes in providing portfolio management services for individuals and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
01/01/2025 - Present
Dunlap Equity Management, LLC (SAN FRANCISCO CA)
NA
08/26/1982 - 11/29/1984
ROBERTSON, COLMAN & STEPHENS
BC
Issued 02/08/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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