Ray Dunlap

Dunlap Wealth Strategies Group

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $50,000

Minimum client income required: No minimum required

Title: President

Offering advice since: 1984

Areas of focus:

  • Annuities
  • Divorce planning
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Life Planning
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds

Further information about Ray Dunlap:

We are a fee-based financial consulting firm that has served the metro-Atlanta area since 1999.

Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AL, CA, CO, FL, GA, IN, MD, MO, NC, NM, NY, SC, TN, TX, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Compensation and Fee Structures:

Not specified

Licenses, Certifications & Affiliations:

CFP®

Education:

B.A. History, St. John Fisher College, 1976
M.B.A. Marketing, University of South Florida, 1980

Will provide references upon request?

Yes

Contact Information for Ray Dunlap

Phone: (770) 632-2674
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Fax: (770) 632-5970

Address for Ray Dunlap:
Suite 210
1401 Georgian Park Drive
Peachtree City, GA, 30269

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