Richard Dunn (CRD# 1412650) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Irvine, CA and has over 38 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab And Company, Inc. | Irvine, CA | Dec 2022 - Current | 1 |
| Td Ameritrade, Inc. | Beverly Hills, CA | May 2014 - Dec 2022 | 8 |
| Charles Schwab Bank | Anaheim, CA | Feb 2005 - May 2014 | 9 |
| Charles Schwab & Company, Inc. | Anaheim, CA | Jul 1992 - May 2014 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1985 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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