Kirk Dunham
Kirk Dunham is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Watkinsville, GA, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1360 Caduceus Way, Bldg 800 - Suite 101, Watkinsville, GA, 30677
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kirk is an officer and president of Dunham Wealth Mgmt, a support company. This takes about 10-20% of his time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wachovia Securities, INC.Broker
State Registrations23 states
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