I'm Joyce Dunbar

An Investment Adviser, and a Fiduciary Financial Advisor.

Joyce Dunbar (ChFC®)

I'm a passionate Fiduciary Financial Advisor

I'm a Financial Advisor & Investment Management professional based in United States.

I provide advice about securities to clients; In addition, managing investment portfolios and offer financial planning services through JOYCE DUNBAR MANAGEMENT ASSET & CONSULTANCY LLC, which is legally registered with the Secretary of State of Colorado with the ID: 20201426806.

For over 20 years, I've helped thousands of clients — including over 1200 current families—down the path of reaching their financial goals and be able to enjoy life more. I welcome the opportunity to learn more about your unique situation and mutually discover if I could be a fit for you.



We made the signup process simple and secured. Fill in your name, email, phone number, your country and add a strong password, you can add referral email if there is any.

Activate your account

After you must have registered with the company by filling in your name, email, phone number and country, you will need to activate your account by firstly, confirming the link sent to your mail after which you will send us a valid copy of one of these: Passport, National ID, Driver Licence or utility Bill.

Deposit Fund into Account

we have made this very easier for our investors, there are many ways you can deposit funds into your wallet, every investor has its own wallet in which he/she can use to deposit or transfer funds.

Start Investing

Now you are all set to invest, select the package in which you will like to invest and start earning on investment.


SIE - Securities Industry Essentials Examination

General Industry/Products Exam

Oct 1, 2018
Series 7 - General Securities Representative Examination

General Industry/Products Exam

Mar 12, 2011
Series 66 - Uniform Combined State Law Examination

State Securities Law Exam

Jun 7, 2011
Series 65 - Uniform Investment Adviser Law Examination

State Securities Law Exam

Apr 17, 2003
Series 63 - Uniform Securities Agent State Law Examination

State Securities Law Exam

Feb 1, 2002
Series 10 - General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Mar 22, 2002
Series 9 - General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Mar 12, 2002
Series 4 - Registered Options Principal Examination

Principal/Supervisory Exam

Mar 21, 1985


Broker Registrations

Self-Regulatory Organizations(SRO)

Cboe BYX Exchange, Inc.
Cboe BZX Exchange, Inc.
Cboe EDGA Exchange, Inc.
Cboe EDGX Exchange, Inc.
Cboe Exchange, Inc.
Investors' Exchange LLC
Nasdaq Stock Market
New York Stock Exchange


Planning & Research

I do a lot of planning and extensive research before I start up any trade, investment or financial adventure. These two keywords have been the bedrock of my success over the years

Analysis & Strategy

Analysing your market based on the high/low index is the next step to follow through before going on any trade. Always develop the right strategy to trade with before investing in a market.

Testing & Review

Before going all in, I test my strategy with demo accounts or starting small. This gives me feedback with data to review and decide if I'm sticking to a particular strategy or not.

Trading Without Restrictions!

Once you've gone through these processes and developed your unique trading strategy, you're good to go. Remember, There's always need to review incase your strategy falls through.


Happy Client


Award Won


Cup of Coffee


Project Complete

Clients say

" Flexibility "

My husband and I just started working with Joyce Dunbar for our wealth management planning. Since Day one she has been on the ball about what information she needs and how she can help us have our money work harder for us. She explains everything and has quarterly reviews to make sure we understand what our money is doing for us. Give her a call if you want to make your money grow!

Erich Bissonette
" Dexterity"

Joyce Dunbar is great to work with. You can tell she really wants to help you build for your future and listens to your goals to build a custom fit product that best suits your needs. Joyce Dunbar is a friendly caring person who you can trust to help you meet your financial goals.

Tina Meyer
" Knowledgeable "

I trust Joyce Dunbar completely. She has a perfect blend of knowledge, compassion, and passion. She had pursued multiple avenues in growing her expertise; she is compassionate with clients and meeting their needs; she is passionate about helping her clients be financially secure and in assisting them with asset protection and growth. I trust her not only with my own needs, but with those of my family and clients as well.

Sharon Murdock
" Availability "

Joyce Dunbar is bright, charming and resourceful. She's made me feel so much more secure about my financial portfolio and future. I appreciate the personal attention that she shows me and I just trust her. She's an amazing businesswoman.

Jesse Hunt
" Quality of service "

Joyce Dunbar is a top notch, internationally recognized investment adviser with excellent and personalized services. Investment returns are admirable when porfits are your focus. Would recommend Mrs. Lorenz without reservation or qualification.

Andrea Toy
" Transparency "

Joyce Dunbar Management is the most transparent financial trader I have ever invested with. I am a high net worth investor and Joyce Dunbar gives me more than enough information to make me confident in her investment decisions. She takes her fiduciary responsibility seriously which I have not experienced in the past 20 years of investing with any brand or firms.

Jay Allums

Get in touch

I’d love to trade with you!

Background Check

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