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Bryan Dunn

28 Years of Experience
Scottsdale, AZ
Broker

Bryan Dunn is a registered investment advisor at Raymond James & Associates, INC., based in Scottsdale, AZ, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

8501 N. Scottsdale Road, Suite 250, Scottsdale, AZ, 85253

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
June 2019 - Present · 6 yrs 11 mos
Raymond James & Associates, INC.Broker
June 2019 - Present · 6 yrs 11 mos
Raymond James & Associates, INC.
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
May 2009 - June 2019 · 10 yrs 1 mo
Wells Fargo Clearing Services, LLC
May 2009 - June 2019 · 10 yrs 1 mo
UBS Financial Services INC.
April 2002 - May 2009 · 7 yrs 1 mo
UBS Financial Services INC.Broker
November 2000 - May 2009 · 8 yrs 6 mos
Cibc World Markets CORP.Broker
November 1997 - November 2000 · 3 yrs
State Registrations18 states
AZCACOCTFLGAMAMINCNHNJNYPASCTNVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Bryan Dunn - Financial Advisor | TrueAdvisor