| Advisor Profile |
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| Name: |
J. Charles Dunham, CFP®, CRPC® |
| Phone Number: |
(205) 588-2193 |
| Website: |
Visit Website
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| Request More Information |
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| Disclaimer |
J. Charles Dunham is a registered representative of Lincoln Financial Advisors Corp.
Securities and advisory services offered through Lincoln Financial Advisors Corp. a broker/dealer (Member SIPC) and a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.
CRN200808-2019159 |
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Business Description |
| FFG associates strive to provide clients with personalized, detailed direction and information. The process begins by understanding a client's current financial position and obtaining relevant documentation. The consultant then assists the client in establishing goals and objectives and setting priorities.
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General Information |
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| Name of Broker/Dealer: |
Lincoln Financial Advisors Corp.
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| States Licensed in: |
AL, FL, GA, IL, IN, KY, LA, MN, MS, NC, TN, TX, VA
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| Years of Experience in Financial Services: |
25
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| Number of Years with Current Firm: |
14
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| I work with the following types of clients: |
Individual Investors, Businesses
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Education |
| Academic Background |
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BA, Business and Economics - Vanderbilt University (1975)
MBA - University of Alabama Birmingham (1978) |
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Services |
| Investment Types: |
Alternative Investments, Mutual Funds, Insurance, Annuities, Exchange Traded Funds (ETFs), Real Estate Investment Trusts (REITs), Stocks, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Retirement Planning Counselor (CRPC®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®)
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| Securities Licenses: |
Series 7, Series 24
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Disability, Life, Health
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| Financial Organization Memberships: |
Financial Planning Association (FPA), Paladin Registry
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$50,000
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| Compensation Methods: |
Based on Assets, Commissions, Flat Fee
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| Fee % Based on Assets: |
1%
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| Additional Details on Charges: |
Fees are charged based on the issues to be addressed and the complexity of the case.
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| Prepared By: |
J. Charles Dunham, CFP®, CRPC® |
Frequently Asked Questions |
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What are your qualifications? What is your education background? |
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I graduated from Vanderbilt University in 1975 and received a Masters of Business Administration from the University of Alabama at Birmingham in 1978.
I am a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Certified Retirement Planning Counselor designation as well as the Chartered Financial Consultant and Chartered Life Underwriter designations.
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