Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
12,032 clients
Average Client Portfolio
$394K average
Assets Under Management
$4.7B

Fee Structure

Financial Planning:Investment management only
Loading...

Location

6256 Greenwich Drive, Suite 550, San Diego, CA, 92122

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Liam is a board member with the Exit Planning Institute (EPI) San Diego chapter, providing business exit planning services. He dedicates minimal time to this role and receives no compensation.

Employment History
Current Registrations
Dunham
April 2023 - Present · 2 yrs 10 mos
DunhamBroker
May 2022 - Present · 3 yrs 9 mos
Dunham
May 2022 - Present · 3 yrs 9 mos
State Registrations7 states
AKCAIDMTORWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.