Unclaimed Profile

Tamara Beth Wendoll

DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.·SAN DIEGO, California

SIE, Series 4, Series 7, Series 24, Series 63, Series 65, Series 99TOClean record27 years registeredDUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.

10251 VISTA SORRENTO PKY, SAN DIEGO, CA 92121CRD# 2582859Firm CRD# 13162

Profile Verification

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

Identity

Tamara Beth Wendoll · SAN DIEGO, CA

Registration

CRD #2582859 · DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.

DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.

Oct 2008 – Dec 2021

SAN DIEGO, CA

KELMOORE INVESTMENT CO INC

Mar 1999 – Aug 2008

PALO ALTO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · March 13, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.

CRD 13162 · SEC 801-25803

AUM

$3.8B

Regulatory assets under management

Employees

10,985 client accounts

Services offered by DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. →

Introduction

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Frequently Asked Questions

What services does Tamara Beth Wendoll offer?

Tamara Beth Wendoll specializes in Financial Planning, Investment Management, Wealth Management.

What are Tamara Beth Wendoll's credentials?

Tamara Beth Wendoll is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tamara Beth Wendoll located?

Tamara Beth Wendoll is based in SAN DIEGO, California, last registered with DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC..

How does Tamara Beth Wendoll charge for services?

Tamara Beth Wendoll'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.

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

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.

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