Terrance J. Dunn
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Terrance John Dunn MR., who also goes by Terrance John Dunn, was a registered financial professional .
Terrance is a previously registered financial professional and started their career in finance in 2008. Terrance had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 26, 2011 - October 27, 2025
CAPITAL RESEARCH & CONSULTING LLC
May 8, 2008 - August 31, 2015
BENEFITT CONSULTING LLC
Primary Firm SEC Registration
CAPITAL RESEARCH & CONSULTING LLC
CRD#: 109868 / SEC#: 801-56356
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
CAPITAL RESEARCH & CONSULTING LLC
CRD#: 109868 / SEC#: 801-56356
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 64 |
| AUM (Assets Under Management) | $ 6,068,217,582 |
Red Flags
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