Adam Dunbar is a registered investment advisor, based in Portland, ME, with 21 years of industry experience.
Location
16 Middle Street, Suite 501B, Portland, ME, 04101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is an agent for Steward Partners Global Advisory, installing insurance products, and spends minimal time on this. He also provides investment advice to clients through Steward Partners Investment Advisory LLC, dedicating minimal time, and is a board member for St. Dominic Regional High School, spending minimal time.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.