About

About

Welcome to my web page!

In this section I hope to give you a brief overview of the way I run my business. 

Back in 2010 when, after almost 20 years of working at the larger brokerage houses, I made the decision to 'go independent'. I became an Investment Advisory Representative, IAR, with First Allied Advisory Services, for a myriad of reasons. My primarily motivation to move to an independent platform was to offer a singular focus on the needs of my clients. I decided to name the business after myself, not to be egotistical, but because over the years I have discovered my clients stay with me not because the name of the institution I was working for but because of the relationships that my clients and I developed together. The name of the bank or brokerage firm wasn't the reason my clients stay with me, it was because of the trusting relationship that we formed together. So, at Charles R. Dunn Investment Advisors I appreciate your individual financial situation and know that your challenges and solutions are as unique as you are and deserve an equally unique approach to development and implementation of the financial steps needed to help keep you on the tracks to pursue your financial goals. I'll blend my many years of financial investment experience together with your dreams, goals and wishes and do my very best on a consistent ongoing basis to get the job done, and to get you where you want to be. I can get this accomplished in a kind and caring environment. I have said over the years that I have the best job in the world, as I get to talk on the phone to my friends all day long!  You will find that you can call me for the simplest of reasons and receive a kind and courteous response.

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