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Kelly Allan Dunagan

J.derek Lewis & Associates, Inc.

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About Kelly Allan Dunagan

Kelly Allan Dunagan is an investment advisor representative with J.derek Lewis & Associates, Inc. Kelly Dunagan has been in the industry since October 14, 2004. Kelly Dunagan is registered in 21 states and holds Series 6, 7, 63, 65 and 99TO licenses. Kelly Dunagan primarily works with individuals, corporations, charitable organizations, and pension and profit sharing plans. Kelly Dunagan provides financial planning, portfolio management, and pension consulting services.

Firm Information

Kelly Dunagan is currently registered with J.derek Lewis & Associates, Inc.. J.derek Lewis & Associates, Inc. is an investment advisor headquartered in Newport Beach, CA. The firm provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, other investment advisers, and individuals other than high-net-worth individuals. The firm has approximately $1.78 billion in regulatory assets under management.
J.derek Lewis & Associates, Inc.

1001 DOVE STREET

NEWPORT BEACH, CA 92660-2820

$1.78B

Assets Under Management

Not reported

Total Clients

10

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kelly Dunagan’s Registration & Firm History

CA

04/15/2024 - Present

J.derek Lewis & Associates, Inc. (NEWPORT BEACH CA)

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Licenses & Designations

IA

Issued 08/24/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/08/2004

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 04/12/2005

Series 7 - General Securities Representative Examination

BC

Issued 10/02/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Allan Dunagan.
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