Dewitt And Dunn Financial Services, LLC
Dewitt And Dunn Financial Services, LLC (CRD# 304561) is a financial advisory firm headquartered in Addison, TX. They manage $7,392,170 in 39 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Dewitt And Dunn Financial Services, LLC
By the Numbers
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Total Assets Under Management7MILLION
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Total Number of Accounts39ACCOUNTS
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Average Account Value$189,543
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Dewitt And Dunn Financial Services, LLC
1
Lora Dixon (CRD# 6693214) is an Investment Advisor Representative working at Dewitt And Dunn Financial Services, LLC in Addison, TX and has over 7 years of experience in the finance industry.
2
Joshua Perkins (CRD# 6321424) is an Investment Advisor Representative working at Dewitt And Dunn Financial Services, LLC in Addison, TX and has over 10 years of experience in the finance industry.
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