Nehemiah
Mcfarlin
Dunham & Associates Investment Counsel, Inc
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About this Advisor
Nehemiah Mcfarlin is a financial advisor who works out of San Diego, California with a total of 1 year of relevant experience. Mcfarlin currently works for Dunham & Associates Investment Counsel, Inc. The advisor has gained experience at Dunham & Associates Investment Counsel, Inc, Instacart, Direct Communications, Clear Insights, Idaloha Construction, Mary'S Campground, Jack In The Box, Laz Parking, Rancho Buena Vista High School, Mission Hills High School, Mission Vista High School and N/A. Mcfarlin has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Dunham & Associates Investment Counsel, Inc is an advisory firm that has its headquarters in San Diego, CA. The investment advisory business has a total of 33 advisors. It controls $3 billion in assets under management among its 9,143 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 44 charities and foundations. Of its 9,143 client accounts, 18% are held by high-net-worth individuals who have at least $1 million in assets. The company has a broad set of services, such as 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. Fees for financial management usually vary depending on which services the firm provides the client. However, fees charged by Dunham & Associates Investment Counsel, Inc can be comprised of any blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dunham & Associates Investment Counsel, Inc Brokerage Details
$2,901,635,752
33
9,143
$317,361
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
Nehemiah Mcfarlin Work History
Nehemiah has been registered as a financial advisor for 1 years.*
Dunham & Associates Investment Counsel, Inc
Laz Parking
Instacart
Direct Communications
Clear Insights
N/A
Idaloha Construction
N/A
Mary'S Campground
N/A
N/A
Jack In The Box
Mission Hills High School
Mission Vista High School
N/A
Rancho Buena Vista High School
*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 Nehemiah Mcfarlin 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
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
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.
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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.
