George DunnCRD Number: 73551
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
George Dunn (CRD# 73551) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ponte Vedra Beach, FL and has over 40 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Deutsche Bank Securities Inc.
Fidelity Personal And Workplace Advisors
|Bank Of America,n.a.||Pointe Vedra Beach, FL||Apr 2012 - Current||10|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Ponte Vedra Beach, FL||Sep 2011 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1981|
|S65||NASAA Investment Advisors Law Examination||Apr 1994|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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