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Erica Leigh Dunbar

Broker & Financial Advisor

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Erica Leigh Dunbar

Erica Leigh Dunbar

CRD: 4816732 Broker & Financial Advisor

Current Firm

Osaic Wealth, Inc.

ABOUT Erica Leigh Dunbar

PROFILE: Erica Leigh Dunbar is an experienced financial professional with 20 years of experience in the securities and investment advisory industry. Also known as Erica Leigh Baxter, she is dually registered as a Broker and Investment Adviser. Erica is currently registered with Osaic Wealth, Inc. in Atlanta, Georgia, and also holds investment adviser registration with Osaic Advisory Services, LLC. She has held registrations with numerous financial institutions throughout her career, including Triad Advisors, SagePoint Financial, Securities America, FSC Securities, Royal Alliance Associates, Woodbury Financial Services, Questar Capital, and Brokers International Financial Services.

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Qualifications

  • Licensed Broker — Dually registered as a Broker and Investment Adviser
  • FINRA Registered — Maintains broker registration with Osaic Wealth, Inc.
  • Investment Adviser — Registered to provide investment advisory services through Osaic Advisory Services, LLC and Osaic Wealth, Inc.

Services

Portfolio Construction & Implementation Retirement Planning 401(k) Planning & Management Stock Trading & Analysis Mutual Fund & ETF Selection Tax-Efficient Investments Structured Product & Income Strategies Bond & Fixed Income Investing Dividend Growth Strategies Copy Trading AI Trading Investment Management Wealth Preservation Estate Planning Risk Management & Asset Allocation IRA & Roth IRA Management Annuities & Insurance Planning Financial Goal Setting Market Research & Analysis Behavioral Finance Coaching

Experience

20 years

20 years. Erica Leigh Dunbar has built an extensive career in financial services, with experience across numerous brokerage and investment advisory firms, including Osaic Wealth, Triad Advisors, Questar Capital, Royal Alliance Associates, Woodbury Financial Services, and others.

Professional Statistics

20
Years of Experience
12
Firm (s)
0
Disclosures
All registrations and licenses are verified through FINRA BrokerCheck

Office Address

2300 Windy Ridge Pkwy, Suite 750 Atlanta, GA 30339

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Top traded (24h)
Stocks & Indices
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Precious Metals
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Cryptocurrencies
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Forex & Dollar Index

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Studies Show an Advisor Can Boost Your Finance by an Average of 102%

A Vanguard study* shows that a $500,000 investment managed by a financial advisor could grow to over $6.4 million. In contrast, a self-managed portfolio is projected to reach just $1.69 million or less over the same time frame.

*Based on Vanguard's study on advisor value
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