Keith
Dunn
Johnson Dunn Capital Advisors, Inc
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About this Advisor
Keith Dunn is a financial advisor based in Palm Harbor, Florida, working with Johnson Dunn Capital Advisors, Inc. Keith has previously held positions at Wells Fargo Advisors Financial Network LLC and Johnson Dunn Capital Advisors, Inc. Keith has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Keith is part of Johnson Dunn Capital Advisors, Inc, which operates out of Palm Harbor, Florida. The firm has one employee and manages assets totaling $110.1 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Johnson Dunn Capital Advisors, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Johnson Dunn Capital Advisors, Inc Brokerage Details
$110,055,000
1
180
$611,417
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Keith Dunn Work History
Johnson Dunn Capital Advisors, Inc
Wells Fargo Advisors Financial Network LLC
Disclosures
Please visit the SEC profile of Keith 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 Johnson Dunn Capital Advisors, Inc
Palm Harbor, FL
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