Lance Dunn
Lance Dunn is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Chowchilla, CA, with 28 years of industry experience. Lance is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
105 N. Front St. Suite B, [Office of Convenience}, Chowchilla, CA, 93610
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2011Customer Dispute
May 2003Other Business Activities
Lance works as a real estate broker/agent for Bynum Real Estate Services since March 2024. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Princor Financial Services CorporationBroker
Pruco Securities CorporationBroker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.