Daniel Dunham
Daniel Dunham is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake Oswego, OR, with 21 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
5000 Meadows Road, Suite 440, Lake Oswego, OR, 97035
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is an officer at Harlin & Jung Inc and the CFO of PDX Wealth Management, dedicating minimal time to each. He is also an agent for Securian Financial, where he evaluates, recommends, and places life insurance, also dedicating minimal time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations32 states
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