Kevin Joseph Dunn
Professional Summary
Kevin Joseph Dunn, who also goes by Kevin Dunn, is a registered financial advisor currently at DUNN RUSH & CO. LLC located in Boston, Massachusetts. Kevin is registered as a RR (Registered Representative) and started their career in finance in 1989. Kevin has worked at 6 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kevin Dunn
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
37 years in the financial services industry
Current & Past Employments
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Current Firm
DUNN & PARTNERS, LLC | DUNN RUSH & CO. LLC
Contact Information
Main Address
75 Federal Street 21st Floor, Boston, MA, 02110Mailing Address
75 Federal Street 21st Floor, Boston, MA, 02110Phone Number
(617) 451-0001Established
Massachusetts since 03/30/2009Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(1/26/2010)
(2/4/2010)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Kevin Joseph Dunn's CRS (Customer Relationship Summary).
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