Patrick Dunn, financial advisor Silver Spring MD
93 score

Patrick Dunn

CRD Number: 5482639
Current Firm: Lincoln Financial Advisors Corporation

Patrick Dunn (CRD# 5482639) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Silver Spring, MD and has over 8 years of experience in the finance industry.

Similar Advisors
Jim David, financial advisor Silver Spring MD
Jim David
CRD# 4092356
David Wealth Management, LLC
Score
108
Similar Advisors
Michael Treanor, financial advisor Silver Spring MD
Michael A. Treanor
CRD# 5446267
Aegis Wealth Management LLC
Score
107
Similar Advisors
John Hensley, financial advisor Silver Spring MD
John K. Hensley
CRD# 1316159
Palatine Advisors, Inc.
Score
106
Company Name Location Dates Years
Lincoln Financial Advisors Silver Spring, MD Nov 2014 - Current 2
New England Securities Bethesda, MD Jun 2011 - Nov 2014 3
Bear, Stearns & Company Inc. Newark, DE Oct 2008 - Jun 2011 2
J.p. Morgan Securities Inc. Newark, DE Jan 2008 - Jun 2011 3
J.p. Morgan Services Inc. Newark, DE Nov 2007 - Jun 2011 3
Jp Morgan Securities Newark, DE Jul 2007 - Jun 2011 3
Salisbury University Salisbury, MD Dec 2006 - Jun 2007 < 1
Salisbury University Salisbury, MD Aug 2006 - Jun 2007 < 1
North Salisbury Elementary Salisbury, MD Jan 2007 - May 2007 < 1
Modis Laurel, MD Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Patrick M. Dunn
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, 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

Ready to hire a financial advisor? Get competitive proposals from Patrick Dunn and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.