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Marc Anthony Dunbar

Texas Capital Bank Private Wealth Advisors

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About Marc Anthony Dunbar

Marc Anthony Dunbar is a financial advisor with Texas Capital Bank Private Wealth Advisors. Marc Dunbar's firm is based in Dallas, Texas, and they have been in the industry since July 2017. They hold Series 7 and Series 63 licenses and are currently registered with the state of Texas as an Investment Advisor Representative. Marc Dunbar has a background in finance and business and has worked in various roles before joining Texas Capital Bank Private Wealth Advisors. Marc Dunbar is committed to providing personalized financial planning and investment advice to individuals and families, as well as to businesses and institutions.

Firm Information

Marc Dunbar is currently registered with Texas Capital Bank Private Wealth Advisors. Texas Capital Bank Private Wealth Advisors is a Dallas, TX-based firm with approximately $1 billion - $10 billion in assets under management. They offer financial planning, selection of other advisors, and portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They have 9 licensed agents, 62 investment adviser reps, and 36 registered representatives. Their client base includes high-net-worth individuals, corporations or other businesses, charitable organizations, investment companies, and state or municipal government entities. They are also a participant in wrap fee programs.
Texas Capital Bank Private Wealth Advisors

2000 MCKINNEY AVENUE

DALLAS, TX 75201

$3.38B

Assets Under Management

Not reported

Total Clients

67

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Marc Dunbar’s Registration & Firm History

TX

11/16/2023 - Present

Texas Capital Bank Private Wealth Advisors (Austin TX)

TX

07/22/2017 - 11/28/2017

AXA ADVISORS, LLC (AUSTIN TX)

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Licenses & Designations

IA

Issued 10/06/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/21/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/28/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marc Anthony Dunbar.
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