Keith Dunn (CRD# 861857) is an Investment Advisor Representative working at Johnson Dunn Capital Advisors, Inc. in Palm Harbor, FL and has over 40 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Johnson Dunn Capital Advisors, Inc. | Palm Harbor, FL | Apr 2022 - Current | 2 |
| Wells Fargo Advisors Financial Network LLC | Tarpon Springs, FL | Jul 2010 - Jun 2022 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1983 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1994 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
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Total Assets Under Management110MILLIONS
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Total Number of Accounts180ACCOUNTS
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Average Account Value$611,417
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, TX
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