George Dunn
George Dunn is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Ponte Vedra Beach, FL, with 51 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
824 A1A N, Ponte Vedra Beach, FL, 32082
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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
George is an advisory board member for The House DC Inc, a faith-based organization, dedicating a few hours per week. He is also a board member for the Boys and Girls Club of North East Florida, spending minimal time to support underprivileged youth and assist with their annual golf tournament.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Convergent Wealth Advisors, LLC
City National Securities, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Dean Witter Reynolds INC.Broker
E. F. Hutton & Company INCBroker
Reynolds Securities, INC.Broker
State Registrations47 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.