Lexis Ashley Dunn
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
1 stateRegistered in
$252.3BFirm assets
26 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 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 Advisors Financial Network, LLCAug 2026 to now
- Valley Athletics, LLC.Jun 2025 to Mar 2026
- Raymond James Financial Services Advisors, IncJan 2025 to Aug 2026
- Tricounties BankOct 2024 to Aug 2026
- Raymond James Financial Services, Inc.Sep 2024 to Aug 2026
- UnemployedJun 2024 to Sep 2024
- California Polytechnic UniversitySep 2022 to Jun 2024
- JP Morgan Chase BankSep 2021 to Mar 2024
- Door DashJul 2020 to Sep 2021
- InstacartJul 2020 to Sep 2021
- Clovis North High SchoolAug 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 7977988
- Firm CRD
- 11025