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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peirce? Claim Your ProfilePeirce Charles Dunn is a registered investment advisor representative with Fisher Investments. Peirce Dunn is licensed in Texas and Washington. Peirce Dunn has been with Fisher Investments since 2020. Peirce Dunn also has prior experience working at Dutch Bros Coffee and Clark College. Peirce Dunn is licensed to provide investment advice to individuals, businesses, investment companies and pooled investment vehicles. Peirce Dunn’s areas of specialization include providing investment advice to individuals, business development companies, investment companies, charitable organizations, high net worth individuals, insurance companies, corporations, and other businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
07/28/2021 - Present
Fisher Investments (PLANO TX)
IA
Issued 07/27/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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