Leslie Evans-Dunn, financial advisor Reston VA
93 score

Leslie Evans-Dunn

CRD Number: 1202645
Current Firm: Commonwealth Financial Network

Leslie Evans-Dunn (CRD# 1202645) is an Investment Advisor Representative working at Commonwealth Financial Network in Reston, VA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Aug 2015 - Current 1
Wells Fargo Advisors Financial Network LLC Reston, VA Aug 2010 - Aug 2015 5
Morgan Stanley Smith Barney Mclean, VA Jun 2009 - Jul 2010 1
Citigroup Global Markets Inc. Mclean, VA Feb 2006 - Jun 2009 3
Eckerd College St Petersburg, FL Sep 1994 - Oct 2007 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1999
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Leslie A. Evans-Dunn
Phone Number: 781-736-0700
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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