John
Dunstan
Wealthspire Advisors
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About this Advisor
John Dunstan is a certified financial planner based in Seattle, Washington with a total of 5 years of industry experience. Dunstan is on the advisory team at Wealthspire Advisors. Over the course of their career, they have held roles at Cetera Advisors Networks LLC, Lakeview Financial Group LLC and Private Ocean. Dunstan has a Series 63 license, designating them as a securities agent, and is registered to work in Washington. Wealthspire Advisors is a financial advisory firm that has its headquarters in San Rafael, CA. The company has offices in two locations and a total of 44 people on staff. It oversees $3 billion in total assets among its 934 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to three charitable organizations. Of its 934 accounts, 66% are held by high-net-worth clients who have more than $1 million in investable assets. Wealthspire Advisors performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules vary depending on which services are provided. Fee types billed by Wealthspire Advisors can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthspire Advisors Brokerage Details
$2,453,163,396
44
934
$2,626,513
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
John Dunstan Work History
John has been registered as a financial advisor for 5 years.*
Private Ocean
Lakeview Financial Group LLC
Cetera Advisors Networks LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Dunstan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthspire Advisors
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
Seattle, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
