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PN
PN

Peter Byron Nesbitt

Dunham & Associates Investment Counsel, INC.
17 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Dunham & Associates Investment Counsel, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
12,032 clients
Average Client Portfolio
$394K average
Assets Under Management
$4.7B

Fee Structure

Financial Planning:Investment management only

Location

6256 Greenwich Drive, Suite 550, San Diego, CA, 92122

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Dunham
July 2010 - Present · 15 yrs 7 mos
DunhamBroker
July 2010 - Present · 15 yrs 7 mos
Dunham
July 2010 - Present · 15 yrs 7 mos
Previous Registrations
Independent Financial Group, LLC
February 2009 - July 2010 · 1 yr 5 mos
Independent Financial Group, LLCBroker
February 2009 - July 2010 · 1 yr 5 mos
Qa3 Financial CORP.Broker
June 2008 - February 2009 · 8 mos
Ameriprise Financial Services, INC.Broker
November 2007 - May 2008 · 6 mos
Ameriprise Financial Services, INC.
November 2007 - May 2008 · 6 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.