Leslie Dunn
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Garden City, ID
Credentials
Series 66
Industry experience
7 years
Leslie Dunn is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. Prior to joining Merrill in 2018, Dunn worked at Capital Group and Glance Optics and Eyewear, and spent 30 years at Wells Fargo Insurance, Inc. Outside of advisory work, Dunn serves as treasurer and referral partner for Purium, a food supplement company, dedicating a few hours monthly to referrals. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage services. The firm integrates multiple investment strategies with an emphasis on tax-efficient solutions and leverages its affiliation with Bank of America to support a broad set of capital markets and banking services.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
Garden City, ID
Idaho · Texas · Utah
Merrill
2018 - Present (8 years)
Capital Group, Co.
2018 - 2018 (1 year)
Unemployed
2018 - 2018 (1 year)
Glance Optics and Eyewear
2017 - 2018 (1 year)
Wells Fargo Insurance, Inc
1987 - 2017 (30 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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