As seen in
Atlanta Five Star award winner
Ray Dunlap, CFP®, AIF®
Founder and CEO
Dunlap & Associates Wealth Management
2022 Five Star
Wealth Manager
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Nine-Year Winner
PROFESSIONAL PROFILE

Ray Dunlap, CFP®, AIF®
Founder and CEO
Dunlap & Associates Wealth Management
770-632-2674
PROFESSIONAL ACCOMPLISHMENTS

  • Five Star Wealth Manager award winner 2013, 2015-2022


RESOURCES

SOCIAL SECURITY – SPOUSAL BENEFITS

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Securities and advisory services offered through Commonwealth Financial Network, member www.FINRA.org/www.SIPC.org, a registered investment adviser.

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, FL, GA, MD, MI, MO, MT, NC, NY, PA, SC, TN, TX, UT, VA and WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
This award was issued on September 1st, 2022 by Five Star Professional (FSP) for the time period December 13th 2021 through September 1st, 2022. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award winners may pay for marketing tools, including this advertisement. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 3,285 Atlanta-area wealth managers were considered for the award; 263 (8% of candidates) were named 2022 Five Star Wealth Managers. 2021: 3,254 considered, 265 winners; 2020: 3,314 considered, 268 winners; 2019: 3,197 considered, 285 winners; 2018: 3,248 considered, 287 winners; 2017: 2,378 considered, 301 winners; 2016: 2,210 considered, 526 winners; 2015: 3,620 considered, 546 winners; 2014: 4,433 considered, 560 winners; 2013: 2,852 considered, 592 winners; 2012: 2,660 considered, 607 winners.