Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Dunn is a financial advisor with over 15 years of experience in the financial services industry. David is currently registered with LPL Financial LLC, a large financial services firm with over $50 billion in assets under management. David previously worked at Raymond James Financial Services, Inc. David has a background in accounting and is a certified public accountant (CPA). He is licensed to provide investment advice in Colorado, California, Oklahoma and other states. David helps individuals, families and businesses with their financial planning needs. David is committed to providing his clients with personalized financial advice and guidance.
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.
1
2
CO
05/28/2020 - Present
LPL Financial LLC (FORT COLLINS CO)
CO
12/06/2004 - 10/01/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (FORT COLLINS CO)
IA
Issued 05/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Dunn is the right advisor for you? Invested Better is here to help.
