Greg L. Dunston

ANCHOR INVESTMENT MANAGEMENT

Columbia, SC 29205

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CRD#: 6414740

Professional summary

Greg Lee Dunston is a registered financial advisor currently at ANCHOR INVESTMENT MANAGEMENT located in Columbia, South Carolina.

Greg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Greg has worked at 3 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Greg Lee Dunston's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

March 8, 2021 - Present

ANCHOR INVESTMENT MANAGEMENT

Office #1: 3205 Devine Street, Columbia, SC 29205

RIA

CRD#: 135296

Columbia, SC

Past

March 23, 2016 - June 26, 2018

REALIZED FINANCIAL, INC.

RIA

CRD#: 22333

AUSTIN, TX

Past

September 15, 2015 - June 26, 2018

REALIZED FINANCIAL, INC.

CRD#: 22333

AUSTIN, TX

Past

January 27, 2015 - September 21, 2015

CHARLES SCHWAB & CO., INC.

CRD#: 5393

AUSTIN, TX

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".

ANCHOR INVESTMENT MANAGEMENT

ANCHOR INVESTMENT MANAGEMENT | ANCHOR INVESTMENT MANAGEMENT, LLC

CRD#: 135296 / SEC#: 801-64338

RIA

Registered Investment Advisory firm - (5/23/2005 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(3/8/2021)

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

State Security Law Exam

IAR

Series 65

Date: 3/8/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/7/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/30/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/26/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/27/2015

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/11/2016

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 3/29/2016

Registered Options Principal Examination

Current Firm

ANCHOR INVESTMENT MANAGEMENT

ANCHOR INVESTMENT MANAGEMENT | ANCHOR INVESTMENT MANAGEMENT, LLC

CRD#: 135296 / SEC#: 801-64338

RIA

Registered Investment Advisory firm - (5/23/2005 Approved)

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Contact information

Main Address

3205 Devine Street, Columbia, SC 29205

Mailing Address

Phone number

(803) 790-6654

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ANCHOR INVESTMENT MANAGEMENT BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	2,043
AUM (Assets Under Management)	$ 1,358,433,102

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.

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Advisor Monitoring

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Greg L. Dunston

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Greg Lee Dunston's CRS (Customer Relationship Summary).

Certified licenses

Experience

REALIZED FINANCIAL, INC.

REALIZED FINANCIAL, INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

ANCHOR INVESTMENT MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 3/8/2021

Series 66

Date: 12/7/2015

Series 63

Date: 1/30/2015

SIE

Date: 6/26/2018

Series 7

Date: 1/27/2015

Series 24

Date: 7/11/2016

Series 4

Date: 3/29/2016

Current Firm

ANCHOR INVESTMENT MANAGEMENT

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ANCHOR INVESTMENT MANAGEMENT

TRUST BUT VERIFY

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