David Lahmer Dunn
Investment adviser representative at The Fiduciary Alliance
12 yearsExperience
1 stateRegistered in
CFP® certification, PFSDesignations
$2.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- The Fiduciary AllianceMay 2025 to now
- Capital Planning LLCJan 2014 to Apr 2025
Designations
- CFP® certification
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 1 state (WA).
The Fiduciary Alliance
Legal name: Fiduciary Alliance LLC
$2.5BAssets managed
8,964Clients
49Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1858090
- Firm CRD
- 284924