Kristina
Dunn
Prospera Financial Services, Inc
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About this Advisor
Kristina Dunn is a financial advisor based in Cumberland, Maryland, working with Prospera Financial Services, Inc. Kristina has previously held positions at Vsr Financial Services Inc, Foreman Financial Group, Vsr Advisory Services, Summit Brokerage Services, Inc, Summit Financial Group Inc, and Prospera Financial Services Inc. Kristina has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Kristina is part of Prospera Financial Services, Inc, which operates out of Cumberland, Maryland. The firm has 105 offices and 240 employees. The firm manages assets totaling $7.9 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, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Prospera Financial Services, Inc includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prospera Financial Services, Inc Brokerage Details
$7,913,077,866
240
20,915
$378,345
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Kristina Dunn Work History
Prospera Financial Services Inc
Foreman Financial Group
Summit Brokerage Services, Inc
Summit Financial Group Inc
Vsr Advisory Services
Vsr Financial Services Inc
Disclosures
Please visit the SEC profile of Kristina Dunn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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