Dillon Richard Dunn
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Dillon Richard Dunn? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wells Fargo Clearing Services, LLCOct 2024 to now
- UnemployedApr 2024 to Oct 2024
- The Vanguard Group, Inc.Nov 2021 to Mar 2024
- UnemployedMay 2021 to Oct 2021
- Ace HardwareMay 2019 to May 2021
- University of North Carolina WilmingtonAug 2017 to May 2021
- Central Piedmont Community CollegeAug 2016 to Aug 2017
- Decks Unlimited LLCMay 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 7454372
- Firm CRD
- 19616