linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher Michael Dunlap

Capital Client Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christopher? Claim Your Profile

About Christopher Michael Dunlap

Christopher Dunlap is a financial advisor with over 20 years of experience in the industry. Christopher is currently registered with Capital Client Group, Inc. and holds Series 7 and 63 securities licenses as well as a Series 65 investment advisor license. Christopher has previously worked with several firms including Advisors Asset Management, Inc., Planco Financial Services, LLC and AIG SunAmerica Capital Services, Inc. Christopher Dunlap's background spans a diverse range of firms and industries, demonstrating a broad understanding of financial markets.

Firm Information

Christopher Dunlap is currently registered with Capital Client Group, Inc.. Capital Client Group, Inc. is a corporation established in 1972 and headquartered in Los Angeles, California. The firm provides various investment advisory services, including recommending affiliate as an investment advisor of SMA assets. They primarily serve corporations, individuals, insurance companies, investment companies, and other investment advisors. The firm is registered with the SEC and in 53 states.
Capital Client Group, Inc.

333 SOUTH HOPE STREET

LOS ANGELES, CA 90071-1406

Not reported

Assets Under Management

Not reported

Total Clients

619

Total Financial Advisors

Services Offered

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.

check

recommending affiliate as investment adviser of sma assets

Recommending affiliate as investment adviser of sma assets

Fee Structure

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.

check

other

As agreed upon in a manner that covers registrant's costs

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christopher Dunlap’s Registration & Firm History

TX

04/25/2013 - Present

Capital Client Group, Inc. (SAN ANTONIO TX)

TX

07/19/2010 - 03/12/2012

ADVISORS ASSET MANAGEMENT, INC. (BOERNE TX)

CT

04/17/2007 - 12/15/2008

PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)

NJ

02/24/2005 - 03/02/2007

AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

TX

02/23/2004 - 02/25/2005

VAN KAMPEN FUNDS INC. (HOUSTON TX)

IL

01/26/2004 - 02/23/2004

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

NJ

05/05/2000 - 01/21/2004

AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

MO

11/03/1998 - 02/12/2000

EDWARD JONES (ST. LOUIS MO)

Not sure if Christopher Michael Dunlap is right for you?

Licenses & Designations

IA

Issued 08/13/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/06/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Michael Dunlap.
Not sure if Christopher Michael Dunlap is right for you?