Scott Dunn, financial advisor Oklahoma City OK
90 score

Scott Dunn

CRD Number: 5945504
Current Firm: Park Avenue Securities LLC

Scott Dunn (CRD# 5945504) is an Investment Advisor Representative working at Park Avenue Securities LLC in Oklahoma City, OK and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Park Avenue Securities Oklahoma City, OK Sep 2011 - Current 5
Guardian Life And Park Avenue Securities Oklahoma City, OK May 2011 - Current 5
Redbud Financial Group Oklahoma City, OK Jan 2011 - Jan 2016 5
Iguana Grill Oklahoma City, OK Jul 2008 - Feb 2011 2
Box Talent Agency Oklahoma City, OK Jun 2009 - Oct 2009 < 1
Starbucks Coffee Oklahoma City, OK Jun 2007 - Jun 2009 2
Oklahoma City University Oklahoma City, OK Aug 2005 - May 2009 3
Starbucks Coffee Tulsa, OK Jun 2006 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Scott A. Dunn
Phone Number: 1-888-600-4667
Registered State(s):
  • CA
  • CO
  • TX
  • OK
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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