Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Edward Dunn is an active advisor in both the BC and IA scopes with over 10 years of experience. David's career in the financial services industry began on February 7, 2012, and is currently registered with LPL Financial LLC. David holds FINRA Series 7, 24, and 66 licenses. Before joining LPL Financial LLC, David was with CUNA BROKERAGE SERVICES, INC. and is currently registered in Alaska, California, Idaho, Massachusetts, Oregon and Washington. David can also provide investment advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
05/18/2022 - Present
LPL Financial LLC (CAMAS WA)
IA
02/08/2012 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
BOTH
Issued 11/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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