Patricia DunnCRD Number: 5318465
Current Firm: Transamerica Financial Advisors, Inc.
Patricia Dunn (CRD# 5318465) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pasadena, CA and has over 9 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Letip International,inc||Mesa, AZ||Jun 2016 - Current||< 1|
|Transamerica Financial Advisors, Inc.||Pasadena, CA||Jan 2012 - Current||5|
|Debtmerica, LLC||Santa Ana, CA||Aug 2011 - Current||5|
|Trisha Dunn||Los Angeles, CA||Nov 2009 - Current||7|
|Fiori Di Cuore||Los Angeles, CA||May 2008 - Current||8|
|Zein Insurance||Woodland Hills, CA||Mar 2007 - Current||10|
|World Financial Group||Pasadena, CA||Oct 2006 - Current||10|
|Trisha Dunn, Soprano||Los Angeles, CA||Sep 1993 - Current||23|
|Debtmerica Relief||Santa Ana, CA||Aug 2011 - Nov 2013||2|
|Aflac||Columbus, GA||Oct 2009 - Nov 2013||4|
|Investment Advisors International||Woodland Hills, CA||Nov 2008 - Jan 2012||3|
|Wgs||Woodland Hills, CA||May 2007 - Jan 2012||4|
|Dickerson Employee Benfits||Los Angeles, CA||Feb 2010 - Jan 2011||< 1|
|Deluxe Digital Studios||Burbank, CA||Mar 2009 - Jan 2011||1|
|United Bank Card Services||Los Angeles, CA||May 2008 - Jan 2010||1|
|Mckay,byrne & Graham||Los Angeles, CA||Jul 2002 - Feb 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2007|
|S65||NASAA Investment Advisors Law Examination||May 2008|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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