Kevin
Dunn
Lpl Financial LLC
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About this Advisor
Kevin Dunn is a financial advisor based in Helena, Montana, working with Lpl Financial LLC. Kevin has previously held positions at Custer Avenue Financial Group, Securities America, Inc, Securities America Advisors, Inc, Dunn Financial Solutions, and Lpl Financial LLC. Kevin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Montana and Texas. Currently, Kevin is part of Lpl Financial LLC, which operates out of Helena, Montana. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 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 institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Kevin Dunn Work History
Lpl Financial LLC
Dunn Financial Solutions
Securities America, Inc
Securities America Advisors, Inc
Custer Avenue Financial Group
Disclosures
Please visit the SEC profile of Kevin 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 Lpl Financial LLC
Fort Mill, SC
Fort Mill, SC
Cohasset, MA
Metairie, LA
Dublin, CA
South Portland, ME
San Antonio, TX
Austin, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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