Benjamin
Lucas

Dunham & Associates Investment Counsel, Inc

CRD#6247092
Investment Advisor
in San Diego, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Benjamin Lucas is a financial advisor who works out of San Diego, California, who has 8 years of industry experience. Lucas is on the advisory team at Dunham & Associates Investment Counsel, Inc. The advisor has gained experience at Janney Montgomery Scott, Sei Investments Company, Dunham & Associates Investment Counsel, Inc and Dunham &Associates Investment Counsel, Inc. Lucas holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in California. Dunham & Associates Investment Counsel, Inc is an advisory firm operating out of San Diego, CA. It has a total of 33 financial advisors. It manages $3 billion in assets among its 9,143 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 44 charitable organizations. Of its 9,143 client accounts, 18% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers and other services. Financial management fee schedules largely are based on which services the firm provides the client. However, fees charged by Dunham & Associates Investment Counsel, Inc can be comprised of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

6256 Greenwich Drive Suite 550
San Diego, CA 92122

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Dunham & Associates Investment Counsel, Inc Brokerage Details

Total Assets Under Management

$2,901,635,752

CA Average: $7,578,581,321
Total Number of Employees

33

CA Average: 43
Total Number of Accounts

9,143

CA Average: 3,727
Average Account Size

$317,361

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Benjamin Lucas Work History

Benjamin has been registered as a financial advisor for 8 years.*

2022 - Present (2 years)

Dunham &Associates Investment Counsel, Inc

2015 - 2022 (7 years)

Dunham & Associates Investment Counsel, Inc

2013 - 2015 (2 years)

Janney Montgomery Scott

2012 - 2013 (1 year)

Sei Investments Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Benjamin Lucas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dunham & Associates Investment Counsel, Inc

Robert Pancrazi
San Diego, CA
Nehemiah Mcfarlin
San Diego, CA
Benjamin Lucas
San Diego, CA
Viktoria Palermo
San Diego, CA
Eugene Choi
San Diego, CA
Rebecca Martin
San Diego, CA
William Bo
San Diego, CA
Jason Greer
San Diego, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started