Natalie Kay Dunn
Investment adviser representative at Charles Schwab & Co., Inc.
25 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
25 years in the industry.
- Charles Schwab & Co., Inc.Aug 2020 to now
- Pure Barre Flower MountJan 2018 to now
- Fidelity Personal and Workplace AdvisorsJul 2018 to Sep 2018
- Fidelity Brokerage Services LLCJan 2001 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 4173477
- Firm CRD
- 5393