Daniel Dullum, financial advisor Bellevue WA

Daniel Dullum

CRD Number: 6017999
Current Firm: Ubs Financial Services Inc.

Daniel Dullum (CRD# 6017999) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bellevue, WA and has over 9 years of experience in the finance industry.

Similar Advisors
Jeffrey Janeway, financial advisor Bellevue WA
Jeffrey C. Janeway
CRD# 6533806
Harbour Investments, Inc.
Similar Advisors
Angela Jolley, financial advisor Bellevue WA
Angela M. Jolley
CRD# 4337938
Aspire Capital Advisors LLC
Similar Advisors
Nina Abelman, financial advisor Bellevue WA
Nina L. Abelman
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Ubs Financial Services Bellevue, WA Jul 2021 - Current 2
Us Bank Redmond, WA Sep 2016 - Jul 2021 4
U.s. Bancorp Investments, Inc. Redmond, WA Jun 2015 - Jul 2021 6
Jpmorgan Securities LLC Monroe, WA Jan 2015 - Jun 2015 < 1
Jpmorgan Chase Banker Monroe, WA Nov 2014 - Jun 2015 < 1
Att Seattle, WA Apr 2012 - Oct 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2015
S65 NASAA Investment Advisors Law Examination Nov 2015
Contact Info for Daniel J. Dullum
Phone Number: 201-352-3000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    600,809
    MILLIONS
  • Total Number of Accounts
    1,077,471
    ACCOUNTS
  • Average Account Value
    $557,610
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Daniel Dullum and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.