Renee Dunn (CRD# 7052600) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boise, ID and has over 4 years of experience in the finance industry.
CRD# 5706352
Inspire Advisors, LLC
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boise, ID | Dec 2018 - Current | 5 |
| Capital Group, Company | Meridian, ID | Sep 2018 - Dec 2018 | < 1 |
| Unemployed | Boise, ID | May 2018 - Sep 2018 | < 1 |
| Glance Optics And Eyewear | Lake Oswego, OR | Oct 2017 - Apr 2018 | < 1 |
| Wells Fargo Insurance, Inc. | Minneapolis, MN | Dec 1987 - Oct 2017 | 29 |
| Post University | Waterbury, CT | Mar 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- ID
- TX
- UT
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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