Liam Morando (CRD# 7475493) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has 1 year of experience in the finance industry.
CRD# 5138196
Lpl Financial LLC
CRD# 6823008
Lifepro Asset Management
CRD# 3274138
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dunham & Associates Investment Counsel, Inc. | San Diego, CA | Oct 2021 - Current | 2 |
| Unemployed | San Diego, CA | Jun 2021 - Oct 2021 | < 1 |
| La Dolce Vita Ristorante | San Diego, CA | Feb 2021 - Jun 2021 | < 1 |
| Aerotek | San Diego, CA | Sep 2020 - Apr 2021 | < 1 |
| Cesarina | San Diego, CA | Sep 2019 - Sep 2020 | 1 |
| Point Loma Nazarene University Women's Volleyball | San Diego, CA | Jan 2017 - Dec 2019 | 2 |
| Point Loma Nazarene University | San Diego, CA | Jan 2017 - Dec 2019 | 2 |
| Savoy Café And Deli | Santa Barbara, CA | Apr 2017 - Aug 2019 | 2 |
| Pure Joy Catering | Santa Barbara, CA | Feb 2016 - Mar 2018 | 2 |
| San Marcos High School | Santa Barbara, CA | Feb 2016 - Apr 2017 | 1 |
| Chik-fil-a | Santa Barbara, CA | Jun 2015 - Feb 2016 | < 1 |
| San Marcos High School | Santa Barbara, CA | Aug 2011 - Feb 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2022 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- CA
-
Total Assets Under Management3,764MILLIONS
-
Total Number of Accounts10,985ACCOUNTS
-
Average Account Value$342,640
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, FL, NJ, NV, NY, TX, VA
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