Financial ADVSR advisor directory · SEC adviser records
Dunham financial advisors
Every SEC-registered investment adviser representative at Dunham, by the state and city of the office they work from.
29 registered advisors work at Dunham, in 3 states and 3 cities; the most are in San Diego, CA (27). 2 list the CFP designation and 27 are also registered broker representatives.
Search every Dunham advisor by name →Who joined and left Dunham →Dunham: assets, clients and custodians →
Cities with the most Dunham advisors
Dunham advisors by state
Questions
How many financial advisors does Dunham have?
29 investment adviser representatives are registered with Dunham, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 3 cities. 2 list the CFP designation and 27 are also registered as broker representatives.
Where does Dunham have the most advisors?
San Diego, CA, with 27 registered advisors, then Little Elm, TX (1). By state, California has the most, with 27.
How do I find a Dunham financial advisor near me?
Pick your state below, then your city, to see every Dunham advisor registered at an office there. Each one 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. An advisor registered at Dunham offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →