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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Dunlop is a wealth advisor and managing partner at Thrivent Advisor Network, LLC, a firm with a history of providing financial advice to individuals, families, and institutions. James has been in the industry since 2002 and has extensive experience providing financial planning, investment management, and retirement planning advice. James has an active Series 66, 63, 7, 99TO, and SIE license. James holds a variety of positions on community boards including: the Ortenzio Charitable Trust of Susquehanna University, the Susquehanna University Board of Trustees, the YMCA of Gettysburg and Ruth's Harvest Gettysburg.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
06/02/2020 - Present
Thrivent Advisor Network, LLC (Gettysburg PA)
PA
06/04/2020 - 06/06/2024
PURSHE KAPLAN STERLING INVESTMENTS (Gettysburg PA)
PA
02/12/2003 - 06/03/2020
THRIVENT INVESTMENT MANAGEMENT INC. (Gettysburg PA)
MN
08/02/1999 - 07/10/2000
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 03/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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