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William D
Series 63, Series 65
Stuart, FL
Private Advisor Group, LLC
William Dunn IV is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes positions at LPL Financial, Next Financial Group, INVEST Financial Corp., First Allied Advisory Services, and Cetera Investment Services. He is also an author. Private Advisor Group, LLC serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s fiduciary-based advisory model combines client goal assessment with investment strategies implemented through multiple technology platforms and third-party managers.
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