Eric Lee Dunavant
CFP®Professional Summary
Eric Lee Dunavant, CFP® is a registered financial advisor currently at PARADIEM, LLC located in Covington, Louisiana. Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Eric has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
D/B/A NAMES: KARDIA PLANNING AND DUNAVANT WEALTH GROUP | PARADIEM, LLC | PARADIEM INVEST | KARDIA PLANNING, LLC | KARDIA PLANNING AND DUNAVANT WEALTH STRATEGIES | KARDIA PLANNING AND DUNAVANT WEALTH GROUP | INTENTIONAL OWNERSHIP | E SIX THIRTEEN, LLC | E SIX THIRTEEN AND DUNAVANT WEALTH STRATEGIES | DUNAVANT WEALTH STRATEGIES
Contact Information
Main Address
510 N Jefferson Ave, Covington, LA 70433-2640Phone Number
(985) 727-0770# of Employees
14SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
325AUM (Assets Under Management)
$483,429,554Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
D/B/A NAMES: KARDIA PLANNING AND DUNAVANT WEALTH GROUP | PARADIEM, LLC | PARADIEM INVEST | KARDIA PLANNING, LLC | KARDIA PLANNING AND DUNAVANT WEALTH STRATEGIES | KARDIA PLANNING AND DUNAVANT WEALTH GROUP | INTENTIONAL OWNERSHIP | E SIX THIRTEEN, LLC | E SIX THIRTEEN AND DUNAVANT WEALTH STRATEGIES | DUNAVANT WEALTH STRATEGIES
State Registrations and Notice Filings
(9/28/2011)
(1/25/2012)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Nov 2002About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Nov 2002About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Eric Lee Dunavant's CRS (Customer Relationship Summary).
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