Charles R. Dunn

Charles R. Dunn Email and Phone Number

Financial Advisor @ Charles R. Dunn Investment Advisors | Bachelor of Arts in Finance @
Charles R. Dunn's Location
Tucson, Arizona, United States, United States
Charles R. Dunn's Contact Details

Charles R. Dunn work email

Charles R. Dunn personal email

n/a
About Charles R. Dunn

Chuck is the owner of CRD Investment Advisors, an independent and impartial financial consulting firm that offers a wide range of investment options and personalized service. He has over 30 years of experience in the financial services industry, including as a associate vice president at Morgan Stanley Investment Management.Chuck specializes in retirement planning, investment management, and financial advisory for professionals who are approaching or in retirement. He helps his clients achieve their financial goals and secure their future with sound and logical strategies. He is also passionate about giving back to his community and supporting various nonprofit organizations that serve the homeless, the poor, and the sick. He is a 2022 finalist for the Catalyst Award, which recognizes advisors who have displayed entrepreneurial vision and leadership to a nonprofit organization. Charles R. Dunn Investment Advisors5510 N. Camino RealTucson, AZ 85715Investment Adviser Representative offering securities and advisory services through Cetera Advisors LLC, member FINRA / SIPC, a broker/dealer and registered investment advisor. Cetera is under separate ownership from any other named entity.

Charles R. Dunn's Current Company Details
Charles R. Dunn Investment Advisors

Charles R. Dunn Investment Advisors

Financial Advisor @ Charles R. Dunn Investment Advisors | Bachelor of Arts in Finance
Charles R. Dunn Work Experience Details
  • Charles R. Dunn Investment Advisors
    Financial Advisor
    Charles R. Dunn Investment Advisors Nov 2009 - Present
    Securities And Advisory Services Through Cetera Advisors Llc, Member Finra / Sipc
    We are an independently owned financial consulting firm with more than 30 years of dedicated personalized service. Our independence allows us to offer you the broadest available investment options on the market today in an impartial and objective business environment. We will align our experience with your financial needs and wishes.Charles R Dunn Investment Advisors has the financial management experience to get you where you want to be. Plan on reliable logical leadership. Our… Show more We are an independently owned financial consulting firm with more than 30 years of dedicated personalized service. Our independence allows us to offer you the broadest available investment options on the market today in an impartial and objective business environment. We will align our experience with your financial needs and wishes.Charles R Dunn Investment Advisors has the financial management experience to get you where you want to be. Plan on reliable logical leadership. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual need … that’s just one benefit of an independent perspective.Our client list includes first time investors, established business owners, corporate executives, doctors, attorneys and recent retirees.Let us help you today. Show less
  • Morgan Stanley Investment Management
    Associate Vice President
    Morgan Stanley Investment Management Jun 1992 - Jun 2000
    Financial Consultant
    View

Charles R. Dunn Skills

Investments Investment Strategies Wealth Management Alternative Investments Retirement Financial Analysis Portfolio Management Estate Planning Insurance Planning Financial Planning Retirement Planning Securities Asset Allocation Investment Management Asset Managment Financial Advisory Small Business

Charles R. Dunn Education Details

Frequently Asked Questions about Charles R. Dunn

What company does Charles R. Dunn work for?

Charles R. Dunn works for Charles R. Dunn Investment Advisors

What is Charles R. Dunn's role at the current company?

Charles R. Dunn's current role is Financial Advisor @ Charles R. Dunn Investment Advisors | Bachelor of Arts in Finance.

What is Charles R. Dunn's email address?

Charles R. Dunn's email address is ch****@****unn.com

What is Charles R. Dunn's direct phone number?

Charles R. Dunn's direct phone number is +152054*****

What schools did Charles R. Dunn attend?

Charles R. Dunn attended University Of Notre Dame, Brophy College Preparatory.

What skills is Charles R. Dunn known for?

Charles R. Dunn has skills like Investments, Investment Strategies, Wealth Management, Alternative Investments, Retirement, Financial Analysis, Portfolio Management, Estate Planning, Insurance Planning, Financial Planning, Retirement Planning, Securities.

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