Clint Dunn, financial advisor Dallas TX
103 score

Clint Dunn

Beaird Harris

CRD Number: 6041235
Current Firm: Beaird Harris
Compensation Model: Fee Only

Clint is a Wealth Manager and Financial Planner at Beaird Harris. He specializes in working with medical and healthcare professionals, but also works with a number of other high net worth families and retirement plans. Clint guides clients through financial decisions, educating them about their investments, insurance policies and employee benefits, and works with clients to implement and coordinate their financial plans. He consults on the plan design and ongoing administration of the firm's WealthGuide® financial planning software.

 

He is also responsible for the development of the firm's internal work flow processes in an effort to integrate systems and processes to further develop and enhance the client experience. Clint is a Certified Financial Planner™ professional, licensed Investment Advisory Representative and a member of the Financial Planning Association of Dallas/Fort Worth.

 

Clint also leads the Strategic Marketing Committee at Beaird Harris and is the firm's liaison to Zero Alpha Group's Marketing Committee, where he currently serves in a leadership capacity. He is responsible for improving the Firm's brand awareness and also oversees all communications and marketing efforts including oversight of the firm's websites, databases and a variety of other bench-marking projects.

 

Clint earned a Bachelor of Business Administration in Marketing with emphasis in Branding and New Product Development from the University of North Texas in 2007. In addition, in 2011 Clint completed the Certificate Program in Financial Planning at Southern Methodist University with coursework including insurance, retirement planning, employee benefits, investments, income taxation, and estate planning.

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Professional Designations
Company Name Location Dates Years
Beaird Harris Wealth Management, Inc. Dallas, TX Jul 2007 - Current 9
University Of North Texas Denton, TX Aug 2005 - Jul 2007 1

Clint Dunn has no recent exams reported.
Contact Info for Clint Dunn
Phone Number: 972-383-0543
Advisor Website: http://www.bh-co.com
Firm Website: http://www.bh-wm.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    787
    MILLIONS
  • Total Number of Accounts
    1,694
    ACCOUNTS
  • Average Account Value
    $464,601
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, LA, NH, NM, OK, TX

Firm Disclaimer:

For important disclosures please visit http://www.bh-co.com/disclosures

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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