David
Dunn

Hightower Advisors, LLC

CRD#4622602
Investment Advisor
in Austin, TX

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About this Advisor

David Dunn is a financial advisor based in Austin, Texas, working with Hightower Advisors, LLC. David has previously held positions at New England Securities, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, and Hightower. David has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, David is part of Hightower Advisors, LLC, which operates out of Austin, Texas. The firm has 100 offices and 1,816 employees. The firm manages assets totaling $130.2 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, and other services. The fee structure at Hightower Advisors, LLC includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

500 N Capital Of Texas Hwy Building 3, Suite 110 A
Austin, TX 78746

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Hightower Advisors, LLC Brokerage Details

Total Assets Under Management

$130,239,337,374

TX Average: $6,674,516,078
Total Number of Employees

1,816

TX Average: 44
Total Number of Accounts

178,256

TX Average: 2,564
Average Account Size

$730,631

TX Average: $2,603,165

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
  • Other

David Dunn Work History

2020 - Present (4 years)

Hightower

2017 - 2020 (3 years)

Mml Investors Services, LLC

2016 - 2020 (4 years)

Massachusetts Mutual Life Insurance Company

2015 - 2020 (5 years)

Metlife Securities Inc

2003 - 2015 (12 years)

New England Securities

Disclosures

Please visit the SEC profile of David 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 Hightower Advisors, LLC

Jacob Brown
Chicago, IL
Phillip Barnhill
Chicago, IL
Emily Lassiter
Birmingham, AL
Alexandra Emma
Naples, FL
Mathew Kraines
Newport Beach, CA
Ashley Aguayo
San Diego, CA
David Bosak
Cleveland, OH
Jin Liu
Deerfield, IL

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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