Jeffrey Dunn is a registered investment advisor at LPL Financial LLC, based in Fort Collins, CO, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
420 S Howes St Ste B200, Fort Collins, CO, 80521
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Jeffrey is involved in several business activities, including Dunn Investment Group, Inc. (tax/investment purposes), Dunn Wealth Strategies (DBA for LPL business, full-time), Dunn Properties, LLC (real estate rental, a few hours per week), and as an assistant wrestling coach for Poudre School District-RMHS (about a quarter of his time). None of these activities involve selling insurance products.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations13 states
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