Michael
Dunn
Bakeravenue
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About this Advisor
Michael Dunn is a financial advisor based in San Diego, California, working with Bakeravenue. Michael has previously held positions at Fidelity Brokerage Services LLC, Wells Fargo Advisors LLC, Snaproute, Baker Avenue Asset Management, Lp, U.S. Bancorp Investments, Inc, and Morgan Stanley. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Washington. Currently, Michael is part of Bakeravenue, which operates out of San Diego, California. The firm has 7 offices and 38 employees. The firm manages assets totaling $2.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Bakeravenue includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bakeravenue Brokerage Details
$2,592,685,051
38
2,688
$964,541
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Michael Dunn Work History
Baker Avenue Asset Management, Lp
Morgan Stanley
Snaproute
U.S. Bancorp Investments, Inc
Fidelity Brokerage Services LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Michael Dunn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bakeravenue
San Francisco, CA
Houston, TX
New York, NY
San Diego, CA
San Francisco, CA
San Diego, CA
San Francisco, CA
San Francisco, CA
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