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MD

Mcgavock D. Dunbar

Some features on this profile are disabled
CRD#: 4905828
MD

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mcgavock Dickinson Dunbar was a registered financial professional .

Mcgavock is a previously registered financial professional and started their career in finance in 2005. Mcgavock had worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

April 7, 2014 - February 11, 2026

VULCAN VALUE PARTNERS LLC

RIA
CRD#: 151190
BIRMINGHAM, AL
Past

November 9, 2010 - December 3, 2019

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
BIRMINGHAM, AL
Past

September 26, 2005 - July 9, 2008

SUSQUEHANNA FINANCIAL GROUP, LLLP

BD
CRD#: 35865
BALA CYNWYD, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VV
VULCAN VALUE PARTNERS LLC
VULCAN VALUE PARTNERS LLC

CRD#: 151190 / SEC#: 801-70739

RIA
Registered Investment Advisory firm - (11/5/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 11/8/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/23/2005
General Securities Representative Examination

Current Firm

VV
VULCAN VALUE PARTNERS LLC
VULCAN VALUE PARTNERS LLC

CRD#: 151190 / SEC#: 801-70739

RIA
Registered Investment Advisory firm - (11/5/2009 Approved)
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Contact information

Main Address
Three Protective Center 2801 Highway 280 South, Ste 300, Birmingham, AL 35223
Mailing Address
Phone number
(205) 803-1582
Established
Firm type
Fiscal year end
# of Employees
45

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VULCAN VALUE PARTNERS ADV PART 2A (7/28/2025)
VULCAN VALUE PARTNERS ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts312
AUM (Assets Under Management)$ 6,922,012,634

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VULCAN VALUE PARTNERS LLC

CRD#: 151190

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