Unclaimed Profile

James Marvin Den Dulk

IDEAL LIFE FINANCIAL ADVISORS·FOLSOM, California

SIE, Series 7, Series 63, Series 6619 years registeredIDEAL LIFE FINANCIAL ADVISORS

2240 EAST BIDWELL STREET, FOLSOM, CA 95630CRD# 3127423Firm CRD# 164084

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Marvin Den Dulk · FOLSOM, CA

Registration

CRD #3127423 · IDEAL LIFE FINANCIAL ADVISORS · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: IDEAL LIFE FINANCIAL ADVISORS

GOLDEN STATE WEALTH MANAGEMENT, LLC

Apr 2020 – Dec 2021

Folsom, CA

LPL FINANCIAL LLC

Aug 2016 – Jan 2019

FOLSOM, CA

IDEAL LIFE FINANCIAL ADVISORS, LLC

May 2012 – Jul 2020

FOLSOM, CA

LPL FINANCIAL LLC

Apr 2012 – Mar 2013

FOLSOM, CA

CAMBRIDGE LEGACY ADVISORS, INC.

Sep 2011 – Dec 2012

FOLSOM, CA

EDWARD JONES

Jan 2007 – Sep 2011

FOLSOM, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · January 18, 2007

Years registered · 19

Disclosure History

2011Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

IDEAL LIFE FINANCIAL ADVISORS

CRD 164084 · SEC 801-76635

AUM

$36M

Regulatory assets under management

Services offered by IDEAL LIFE FINANCIAL ADVISORS

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at IDEAL LIFE FINANCIAL ADVISORS →

Introduction

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Frequently Asked Questions

What services does James Marvin Den Dulk offer?

James Marvin Den Dulk specializes in Financial Planning, Investment Management.

What are James Marvin Den Dulk's credentials?

James Marvin Den Dulk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Marvin Den Dulk located?

James Marvin Den Dulk is based in FOLSOM, California, last registered with IDEAL LIFE FINANCIAL ADVISORS.

How does James Marvin Den Dulk charge for services?

James Marvin Den Dulk's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IDEAL LIFE FINANCIAL ADVISORS?

IDEAL LIFE FINANCIAL ADVISORS is a registered investment adviser with the SEC, managing $36M in regulatory assets under management. See their Form ADV for full details.

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