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

MBA

Master of Business Administration

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Series 66

Series 66 - Uniform Combined State Law Exam

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Pricing Models

Flat FeeAUM

Education

Fordham University

MBA

Obtained in 2006

Disclosures and Proof of License

SEC Profile

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