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Brandon Dunn is a registered investment advisor at Wells Fargo Advisors, based in Walnut, CA, with 3 years of industry experience. Brandon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
368 N Lemon Ave, Ste A, Walnut, CA, 91789
Get directionsHistory
Regulatory History (1)
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Financial
October 2021Final
Employment History
Current Registrations
Wells Fargo Advisors
September 2025 - Present · 1 yr 1 mo
Wells Fargo Clearing Services, LLCBroker
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Edward Jones
March 2024 - September 2025 · 1 yr 6 mos
Edward JonesBroker
March 2024 - September 2025 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2023 - April 2024 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2023 - April 2024 · 1 yr 1 mo
State Registrations20 states
AZCACODCFLHIMAMEMINJNMNVNYOHOKORPATXUTWA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
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