Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Toni? Claim Your ProfileToni Dunlap is a financial advisor with over 16 years of experience in the industry. Toni is currently registered with Concorde Asset Management, LLC and holds Series 6, 7, 63, 66, 99 and SIE licenses. Toni has previously been registered with LPL Financial LLC, United Planners' Financial Services of America A Limited Partner, Triad Advisors LLC, E*TRADE Securities LLC, and Vanguard Marketing Corporation. Toni specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Toni has been with Concorde Asset Management, LLC since April 2024.
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.
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.
A percentage of the total value of assets under management is charged.
Promoter fees from other advisors
1
2
MI
04/25/2024 - Present
Concorde Asset Management, LLC (ANN ARBOR MI)
SC
09/01/2022 - 04/29/2024
LPL FINANCIAL LLC (FORT MILL SC)
GA
04/06/2018 - 08/04/2021
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (DULUTH GA)
GA
07/14/2015 - 04/03/2018
TRIAD ADVISORS LLC (NORCROSS GA)
GA
10/23/2014 - 07/10/2015
E*TRADE SECURITIES LLC (ALPHARETTA GA)
NC
03/29/2011 - 11/17/2014
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
11/29/2006 - 02/16/2011
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 06/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2006
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 11/05/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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