Frederick John Dunbar

Employer firm

Common Cents Planning CRD 120131

$542M regulatory AUM 17 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1993 → Present
  Commonwealth Financial Network
  Waltham, MA
• 02/1985 → 06/2023
  Planning Directions, Inc. Dba Common Cents Planning
  Glen Mills, PA
• 07/2023 → Present
  Planning Directions, Inc. Dba Common Cents Planning
  Glen Mills, PA

Previous Registrations

• 2010-06-15 → 2012-03-22
  Commonwealth Financial Network
  Sea Isle City, NJ
  Glen Mills, PA
  Glen Mills, PA
  Naples, FL

Other Businesses

1. Renting property, as owner, as of 09/01/1999, 0% of time spent during business hours, conducted at branch, not investment related. 2. Owner, Fred Dunbar, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 7/01/2023; 100% of time spent during business hours; conducted at branch; investment related. 3. Executor; Estate of sister-in-law Angela Conely; Located at 239 Baltimore Pike, Glen Mills, PA 19342, as of 12/10/2024; 5% of time spent during business hours; Conducted at branch location; Not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-03-18
• S63 Uniform Securities Agent State Law Examination
  1983-03-09

Designations

• Chartered Financial Consultant

Other Names

• Fred Dunbar