Joe Dunat
Lexington, SC
Verified Identity
Wealth Advisor at
LPL Financial
Years of Experience
22 years
Number of Clients
200
Average Client Size
$250,000
Member Since
2022
Allow Me to Introduce Myself
I work with a select group of professionals and business owners who aspire to reach a work optional lifestyle. With over 20 years of experience, I have the knowledge and professionalism to serve your needs.
Becoming work optional takes planning. We put the same amount of thought into your retire...
Clientele
Tech Employees
Corporate Executives
Divorcees
High Net Worth Individuals
Business Owners
Businesswomen
1st Generation Americans
Retirees
Services Provided
Investment Management
Tax Planning
Estate Planning Strategies
Financial Planning
Specialties and Expertise
High Net Worth Planning
Retirement Income
Business Ownership Strategies
Endowments & Charities
Tax Minimization Inv...
Alternative Investments
Credentials and Designations
Master of Business Administration
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Series 66 - Uniform Combined State Law Exam
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Series 7 - General Securities Representative Exam
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Pricing Models
Flat FeeAUM
Education
Fordham University
MBA
Obtained in 2006
Disclosures and Proof of License
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