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
Offering advice since: 1984
Areas of focus:
- Divorce planning
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Life Planning
- Portfolio Management
- Retirement Planning
- 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:
Licenses, Certifications & Affiliations:
B.A. History, St. John Fisher College, 1976
M.B.A. Marketing, University of South Florida, 1980
Will provide references upon request?
Contact Information for Ray Dunlap
Phone: (770) 632-2674
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Fax: (770) 632-5970
Address for Ray Dunlap:
1401 Georgian Park Drive
Peachtree City, GA, 30269
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