Wesley Dunn is a registered investment advisor, based in Encino, CA, with 11 years of industry experience.
Location
16133 Venture Blvd, Suite 530, Encino, CA, 91436
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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
Wesley is an author and sells merchandise related to his books, dedicating minimal time to these activities. He also works as a real estate agent, primarily serving friends and family, and spends a few hours per week on this.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Raymond James & Associates, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations4 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.