Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Dunn is an investment advisor representative at Concorde Asset Management, LLC. Frank has been in the securities industry since 1993. Frank has a wide range of experience in providing investment advice to individuals, businesses, and institutions. Frank is also a Certified Public Accountant (CPA) and can provide tax preparation services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Promoter fees from other advisors
1
2
MI
11/20/2023 - Present
Concorde Asset Management, LLC (ANN ARBOR MI)
NV
05/26/2010 - 10/12/2010
STEVEN L. FALK & ASSOCIATES INC. (LAS VEGAS NV)
TX
12/11/2008 - 04/27/2010
PRIVATE ASSET GROUP, INC. (THE WOODLANDS TX)
OR
04/02/2007 - 12/11/2008
EPLANNING SECURITIES, INC. (LAKE OSWEGO OR)
OR
08/27/2003 - 04/03/2007
WAVELAND CAPITAL PARTNERS LLC (HILLSBORO OR)
OR
03/31/1993 - 04/19/1994
AMERICAN INTERSTATE FINANCIAL CORPORATION (PORTLAND OR)
NA
01/19/1983 - 04/01/1992
DUNN SECURITIES CORPORATION
IA
Issued 05/24/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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