Matthew Dunn, financial advisor Worcester MA
93 score

Matthew Dunn

CRD Number: 5880659
Current Firm: Ameritas Investment Corp

Matthew Dunn (CRD# 5880659) is an Investment Advisor Representative working at Ameritas Investment Corp in Worcester, MA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Resource Partners Worcester, MA Sep 2011 - Current 5
Ameritas Investment Corp Lincoln, NE Jan 2011 - Current 5
Ameritas Life Insurance Corp Lincoln, NE Jan 2011 - Current 5
Union Central Life Insurance Cincinnati, OH Jan 2011 - Dec 2011 < 1
Acacia Life Insurance Bethesda, MD Jan 2011 - Dec 2011 < 1
Mj Dunn & Associates LLC Worcester, MA May 2005 - Jan 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2011
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Matthew J. Dunn
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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, RI, SC, SD, TN, TX, UT, VA, 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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