Patrick Dunn
Olde Raleigh Financial Group · Raleigh, North Carolina
Patrick Dunn is a fee-only financial advisor at Olde Raleigh Financial Group in Raleigh, North Carolina. Olde Raleigh Financial Group reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Olde Raleigh Financial Group |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| SEC registration | Investment adviser representative in NC · CRD 5388171 |
| Exams passed | Series 63 (2007) · Series 65 (2026) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | open.spotify.com/show/2ihg5rfiovyfb0rntszw08?si=88xybpc-sga23bmorjubua&dl_branch=1&nd=1&dlsi=a1bdc8033e96418f |
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Questions about Patrick
Is Patrick Dunn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Olde Raleigh Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Olde Raleigh Financial Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Patrick Dunn based?
Patrick Dunn is based in Raleigh, North Carolina.
Is Patrick Dunn registered with the SEC?
Yes. Patrick Dunn is registered as an investment adviser representative in NC (CRD 5388171), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Patrick Dunn?
Through Patrick's website, open.spotify.com/show/2ihg5rfiovyfb0rntszw08?si=88xybpc-sga23bmorjubua&dl_branch=1&nd=1&dlsi=a1bdc8033e96418f.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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