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

15455 Dallas Parkway, Suite 240, Addison, TX 75001

https://www.facebook.com/dewittanddunn/

By the Numbers

Total Assets Under Management

7

MILLION
Total Number of Accounts

39

ACCOUNTS
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.

Financial Advisors at Dewitt And Dunn Financial Services, LLC

Showing 1 - 2 of 2 top financial advisors.

Lora R. Dixon

CRD#: 6693214

15455 Dallas Parkway, Suite 240, Addison, TX 75001

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.

Joshua J. Perkins

CRD#: 6321424

15455 Dallas Parkway, Suite 240, Addison, TX 75001

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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