We are an independently owned financial consulting firm with more than 20 years of dedicated personalized service. Our independence allows us to offer you the broadest available investment options on the market today in an unbiased and objective business environment. We will align our expertise 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, or recently retiree.
Securities offered through First Allied Securities Inc., A Registered Broker Dealer. Member FINRA/SIPC Advisory Services offered through First Allied Advisory Services, A Registered Investment Advisor. California Insurance License #0C85698