Kerri DunnCRD Number: 5516468
Current Firm: Kingsbridge Wealth Management, Inc.
Kerri Dunn (CRD# 5516468) is an Investment Advisor Representative working at Kingsbridge Wealth Management, Inc. in Las Vegas, NV and has over 4 years of experience in the finance industry.
Kingsbridge Wealth Management, Inc.
The Investment Counsel Company
Hornor, Townsend & Kent, Inc.
|Kingsbridge Wealth Management, Inc.||Las Vegas, NV||Oct 2012 - Current||5|
|Kingsbridge Companies||Las Vegas, NV||Sep 2010 - Current||7|
|Kingsbridge Trust Company||Pierre, SD||Sep 2010 - Current||7|
|Kingsbridge Private Wealth||Las Vegas, NV||Apr 2008 - Oct 2010||2|
|Self||Las Vegas, NV||Jan 2008 - Mar 2008||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2013|
Total Assets Under Management157MILLIONS
Total Number of Accounts196ACCOUNTS
Average Account Value$799,198
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CA, NV, TX