Brandon Mather, financial advisor San Diego CA
70 score

Brandon Mather

CRD Number: 6018226
Current Firm: Dunham & Associates Investment Counsel, Inc.

Brandon Mather (CRD# 6018226) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Dunham & Associates Investment Counsel San Diego, CA Mar 2014 - Current 2
Commonwealth Financial Network Waltham, MA Jan 2012 - Mar 2014 2
Mfs Investment Services Quincy, MA Oct 2009 - Jan 2012 2
Domino's Pizza Storrs, CA Jun 2009 - Oct 2009 < 1
Ameriprise Financial East Hartford, CA Jul 2009 - Sep 2009 < 1
Flowers And Interiors Bloomington, IN May 2006 - May 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S65 NASAA Investment Advisors Law Examination Nov 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Brandon R. Mather
Phone Number: 858-964-0500
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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