Patrick Dunn
Investment adviser representative at Olde Raleigh Financial Group
10 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Olde Raleigh Financial GroupMay 2026 to now
- UnemployedOct 2025 to Apr 2026
- Fidelity Brokerage Services LLCFeb 2016 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Olde Raleigh Financial Group
Legal name: Ami Enterprises Inc.
$0Assets managed
0Clients
5Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5388171
- Firm CRD
- 342848