Lance Avery Dunn

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → 08/2026
  Raymond James Financial Services
  Fresno, CA
• 01/2013 → 08/2026
  Tri Counties Bank
  Fresno, CA
• 08/2026 → Present
  Wells Fargo Advisors Financial Network, Llc
  Fresno, CA

Previous Registrations

• 2011-03-01 → 2026-08-26
  Raymond James Financial Services Advisors, Inc
  Fresno, CA
• 2007-11-20 → 2011-03-01
  Bancwest Investment Services, Inc.
  Sanger, CA
  Bakersfield, CA
  Parlier, CA
  Pacheco, CA
  Fresno, CA
  Fresno, CA
  Clovis, CA
  Parlier, CA

Other Businesses

(1)Name of Business: 4lads Hospitality LLC Address: 3765 Prescott Ave, Clovis, CA, 93619, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own rentals (2)Name of Business: Bynum Real estate services Address: 3765 Prescott Ave, clovis, CA, 93619, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Investment Related: Yes Start Date: 03/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-12
• S63 Uniform Securities Agent State Law Examination
  1997-11-14

Designations

• Certified Financial Planner