Financial ADVSR advisor directory · SEC adviser records
Dunham financial advisors in San Diego, CA
Every SEC-registered investment adviser representative at a Dunham office in San Diego, A to Z.
The short answer
27 registered advisors work at Dunham in San Diego, out of 29 at the firm nationwide; it ranks number 23 in the city by advisors. 2 list the CFP designation and 25 are also registered broker representatives.
Dunham advisors in San Diego, A to Z
Every Dunham advisor →- Hannah R. AlvesInvestment adviser rep
- William BoAlso a broker rep
- Salvatore M. CapizziAlso a broker rep
- Alejandro DarjaniaAlso a broker rep
- Jeffrey A. DunhamAlso a broker rep
- Ryan J. DykmansChartered Financial Analyst · Also a broker rep
- Czarina L. FriasAlso a broker rep
- Amy S. GallegoAlso a broker rep
- Royce GittingsAlso a broker rep
- Sasa GligorijevicAlso a broker rep
- Jason G. GreerChartered Financial Analyst · Also a broker rep
- Deshaun M. HarveyAlso a broker rep
- Cade B. IsaksonAlso a broker rep
- Bruin C. JonesAlso a broker rep
- Lucas M. KeeferAlso a broker rep
- Mason S. MahInvestment adviser rep
- Rebecca P. MartinCertified Financial Planner · Also a broker rep
- Pearse B. MiglAlso a broker rep
- Liam A. MorandoAlso a broker rep
- Peter B. NesbittAlso a broker rep
- Camryn N. NurmbergAlso a broker rep
- Haley L. OttenAlso a broker rep
- Viktoria I. PalermoAlso a broker rep
- Daniel D. SandsCertified Financial Planner · Also a broker rep
- Santiago TenaAlso a broker rep
- Shawn T. WaltzAlso a broker rep
- Ryan YamatoAlso a broker rep
Dunham advisors in every city and state →Dunham: assets, clients and custodians →Advisor Moves: who changed firms this week →
Dunham advisors in other cities
Other firms in San Diego
All San Diego advisors →LPL Financial LLC 742Wells Fargo Clearing Services, LLC 167Morgan Stanley 150Merrill Lynch, Pierce, Fenner & Smith Incorporated 138UBS Financial Services Inc. 118Strategic Advisers LLC 112Cetera Investment Advisers LLC 104J.P. Morgan Securities LLC 104Park Avenue Securities LLC 71Independent Financial Group, LLC 66Commonwealth Financial Network 62Madison Avenue Securities, LLC 61
Questions
How many financial advisors does Dunham have in San Diego?
27 investment adviser representatives are registered at Dunham offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 29 nationwide. 2 list the CFP designation and 25 are also registered as broker representatives.
Is Dunham one of the largest advisor employers in San Diego?
Dunham ranks number 23 in San Diego by registered advisors; LPL Financial LLC has the most, with 742.
How do I check a Dunham advisor in San Diego?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Dunham office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.