John Dunlap, financial advisor Keokuk IA

John Dunlap

CRD Number: 4299224
Current Firm: Cambridge Investment Research Advisors, Inc.

John Dunlap (CRD# 4299224) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Keokuk, IA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Keokuk, IA Oct 2018 - Current 5
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2018 - Current 5
Broker Dealer Financial Services Corp West Des Moines, IA May 2018 - Current 5
Questar Asset Management Minneapolis, MN Jan 2017 - Current 7
Taxes Plus Keokuk, IA May 2014 - Current 9
Pruco Securities, LLC Springfield, IL Feb 2018 - May 2018 < 1
Carry Transit Keokuk, IA Apr 2005 - May 2014 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2017
S63 Uniform Securities State Law Examination May 2018
Contact Info for John M. Dunlap
Phone Number: 641-472-5100
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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