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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Douglas Dunlap is an investment advisor representative with over 35 years of experience in the financial industry. Raymond Dunlap is currently registered with Commonwealth Financial Network and has been with the firm since September 1999. Prior to that, Raymond Dunlap worked for Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Dean Witter Reynolds Inc., and William R. Hough & Co. Raymond Dunlap is licensed to sell securities in 27 states and holds Series 7, 24, 52, 53, 31, and 63 licenses as well as the SIE exam. Raymond Dunlap has specializations in retirement planning, college savings, insurance, investment management, and estate planning. Raymond Dunlap is also the president and sole owner of Cornerstone Capital Management, a securities and insurance business.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
05/02/2003 - Present
Commonwealth Financial Network (PEACHTREE CITY GA)
IN
09/05/1996 - 10/15/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/05/1996 - 10/15/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
06/06/1994 - 09/04/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
FL
07/09/1993 - 06/09/1994
WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)
FL
02/11/1985 - 07/02/1993
WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)
IA
Issued 08/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/05/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
BC
Issued 02/08/1985
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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