Patricia Jean Dunn
Investment adviser representative at Transamerica Financial Advisors, LLC
25 yearsExperience
2 statesRegistered in
$2.1BFirm assets
35 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.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- Transamerica Financial Advisors, IncJan 2012 to now
- Fiori Di CuoreMay 2008 to now
- World Financial GroupOct 2006 to now
- Trisha Dunn, SopranoSep 1993 to now
- Fidelity Debt Reserve, LLCJun 2017 to Oct 2017
- Student Debt Doctor, LLCJun 2017 to Oct 2017
- Rescue One FinancialFeb 2017 to Jul 2018
- Letip International,incJun 2016 to Jul 2018
- Debtmerica, LLCAug 2011 to Feb 2023
- Trisha DunnNov 2009 to Jul 2018
- Zein InsuranceMar 2007 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, OR).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 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
- 5318465
- Firm CRD
- 16164