Nehemiah
Mcfarlin
Dunham & Associates Investment Counsel, Inc
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About this Advisor
Nehemiah Mcfarlin is a financial advisor based in San Diego, California, working with Dunham & Associates Investment Counsel, Inc. Nehemiah has previously held positions at Dunham & Associates Investment Counsel, Inc, Instacart, Direct Communications, Clear Insights, Idaloha Construction, Mary's Campground, Jack In The Box, Laz Parking, Mission Hills High School, and Mission Vista High School. Nehemiah has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Nehemiah is part of Dunham & Associates Investment Counsel, Inc, which operates out of San Diego, California. The firm has 1 office and 34 employees. The firm manages assets totaling $3.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Dunham & Associates Investment Counsel, Inc includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dunham & Associates Investment Counsel, Inc Brokerage Details
$3,763,899,427
34
10,985
$342,640
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
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
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
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