Thomas Dunn
Managing Director at ClearPoint Advisors
- Role
- Investment Advisor Representative at Private Advisor Group
- Location
- Brownsville, TX, US
- LinkedIn followers
- 500 followers
About Thomas Dunn
Retirement Plan Group, 401K\'s, MEP\'s, Group Retirement Plans. Executive Compensation…
Experience
Investment Advisor Representative
Mar 2014 — Present · TX, US
Private Advisor Group aims to be the best infrastructure support for hybrid independent advisors. By partnering with the largest independent broker-dealer, Private Advisor Group has the unique ability to provide exceptional compliance and supervisory oversight, high-touch customer service and an attractive economic model for its over 550 member advisors.
Education
Wharton Executive Education
Certified Investment Managemt Analyst
2011
St.Edward's University
Bachelors
1982 — 1986
Wharton Executive Education
CIMA
2011
St. Edward's University
Bachelors
Kaplan University Continuing Studies and Professional Studies
Financial Planning Certificate
2004 — 2005
Wharton Executive Education
CIMA
2008 — 2008
The Wharton School
Certified Investment Management Analyst - CIMA
2011 — 2011
Wharton Executive Education
CIMA
2012
Saint Edward's University
Bachelor's Degree
1983 — 1987
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