Charles Dunn

from Portside Wealth Group, LLC
SEC regulated
Regulated Investment Advisor
Charles Dunn is a financial advisor based in Utah, Provo, with 21 years of experience. Charles currently works for Portside Wealth Group, LLC. Charles maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Charles Dunn works at Portside Wealth Group, LLC
Portside Wealth Group, LLC is a financial advisory firm based in Provo, Utah. It currently has approximately $848,451,246 of assets under management and employs about 38 people. Portside Wealth Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
14 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
3507 N University Ave, Suite 150, Provo, Utah, 84604

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