Rebecca Pearson Martin

CFP

Dunham & Associates Investment Counsel, INC.

12 Years of Experience

Broker

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.

Employment History

Current Registrations

Dunham

January 2017 - Present · 9 yrs 1 mo

Dunham

January 2017 - Present · 9 yrs 1 mo

DunhamBroker

January 2017 - Present · 9 yrs 1 mo

Previous Registrations

Spc

November 2013 - November 2016 · 3 yrs

Sigma Financial CorporationBroker

October 2013 - November 2016 · 3 yrs 1 mo

State Registrations11 states

ALCAFLGAKYLAMSNCPRSCTN

AdvisorBrokerBoth

Exams

No exam information available for this advisor.