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Paul Delahoussaye Dunk

Charles Schwab & CO., Inc.

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About Paul Delahoussaye Dunk

Paul Delahoussaye Dunk is a financial advisor with over 20 years of experience in the industry. Paul is currently registered with Charles Schwab & Co., Inc. in Chicago, Illinois and has been with the firm since 2003. Previously, Paul worked with INVESTIN SECURITIES CORP. and MORGAN STANLEY DW INC. Paul is licensed to provide investment advice and sell securities in Illinois, Texas and 32 other states. Paul is also registered as an Investment Advisor Representative in Illinois and Texas. Paul holds Series 63, Series 66 and Series 7 licenses. Paul provides a variety of financial services including financial planning, wrap fee program sponsor and financial planning advisor referral program.

Firm Information

Paul Dunk is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Paul Dunk’s Registration & Firm History

IL

01/02/2019 - Present

Charles Schwab & CO., Inc. (Chicago IL)

TX

01/08/2002 - 05/16/2002

INVESTIN SECURITIES CORP. (DALLAS TX)

NY

04/26/2000 - 12/12/2001

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 11/13/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/31/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Paul Delahoussaye Dunk. Review regulatory record here.
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