Patricia Jean Dunn
Investment Adviser Representative at Transamerica Financial Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patricia Jean Dunn is an investment adviser representative with Transamerica Financial Advisors, LLC in Portland, OR, where they have been registered since 2012. They have worked in the securities industry since 2007 and were previously registered with Investment Advisors International, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in California and Oregon.
Office
Advisors at this office: 29
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Oregon
- Broker:
8 states and territories
Arizona, California, Colorado, Nevada, New York, Oregon, South Dakota, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- ZEIN InsuranceMar 2007 – Jul 2018Woodland Hills, CA
- Trisha DUNN, SopranoSep 1993 – no end date reportedLos Angeles, CA
- World Financial GroupOct 2006 – no end date reportedPortland, OR
- Fiori DI CuoreMay 2008 – no end date reportedLos Angeles, CA
- Trisha DUNNNov 2009 – Jul 2018Los Angeles, CA
- Transamerica Financial Advisors, IncJan 2012 – no end date reportedPortland, OR
- Debtmerica, LLCAug 2011 – Feb 2023Santa Ana, CA
- Letip International,incJun 2016 – Jul 2018Mesa, AZ
- Rescue ONE FinancialFeb 2017 – Jul 2018Irvine, CA
- Fidelity Debt Reserve, LLCJun 2017 – Oct 2017Ft. Lauderdale, FL
- Student Debt Doctor, LLCJun 2017 – Oct 2017Ft. Lauderdale, FL
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Transamerica Financial Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,109
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Philadelphia, PA
- SEC file number:
- 801-38618
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Transamerica Financial Advisors, LLC
Showing 12 of 1,109 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patricia Jean Dunn has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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