Answer a few questions and
get matched with an advisor.
About this Advisor
Philip Dunger is a certified financial planner working out of Raleigh, North Carolina, with a total of 10 years of work experience. Dunger is an employee of Captrust. During their career, the advisor has held roles at Fidelity Investments, Durham Police Department, Best Buy, Team Green, Captrust Financial Advisors, Horace Mann Companies, Horace Mann Investors, Inc, Kaplan and Capfinancial Securities, LLC. Dunger has Series 63 and Series 66 licenses, designating them as a securities agent, and can advise clients in North Carolina. Captrust is a registered investment business that has its headquarters in Raleigh, North Carolina. The investment advisory business has offices in 34 locations and a total of 412 employees. It manages $274 billion in assets under management among its 16,305 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 74 charitable organizations. Of its 16,305 client accounts, just 8% are held by high-net-worth investors who have at least $1 million in assets. Captrust has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. A financial advisor's fees vary depending on the type of services provided. However, fees charged by Captrust most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Captrust Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Philip Dunger Work History
Philip has 10 years of experience.
Captrust Financial Advisors
Capfinancial Securities, LLC
Horace Mann Companies
Horace Mann Investors, Inc
Durham Police Department
Philip Dunger has no disclosures.
Please visit their SEC profile for more details.