Question 1

What services does Denise Sue Ms. Iverson offer?

Accepted Answer

Denise Sue Ms. Iverson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

Question 2

What are Denise Sue Ms. Iverson's credentials?

Accepted Answer

Denise Sue Ms. Iverson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Question 3

Where is Denise Sue Ms. Iverson located?

Accepted Answer

Denise Sue Ms. Iverson is based in SAN DIEGO, California, working with DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

Question 4

How does Denise Sue Ms. Iverson charge for services?

Accepted Answer

Denise Sue Ms. Iverson's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

Question 5

How large is DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.?

Accepted Answer

DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. has approximately 34 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Denise Sue Ms. Iverson

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