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Bruce Dunham

19 Years of Experience
Dallas, TX
Broker

Bruce Dunham is a registered investment advisor at Raymond James & Associates, INC., based in Dallas, TX, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

200 Crescent Court, Suite 550, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
January 2018 - Present · 8 yrs 4 mos
Raymond James & Associates, INC.
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2009 - January 2018 · 9 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2009 - January 2018 · 9 yrs
Citigroup Global Markets INC.
April 2006 - February 2009 · 2 yrs 10 mos
Citigroup Global Markets INC.Broker
April 2006 - February 2009 · 2 yrs 10 mos
State Registrations25 states
AKALARAZCACODCFLGAKSLAMAMDMINCNENJNYOKORSCTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.