Nehemiah McFarlin (CRD# 7386071) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has over 2 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Laz Parking | San Diego, CA | Jun 2021 - Current | 2 |
| Dunham & Associates Investment Counsel, Inc. | San Diego, CA | May 2021 - Current | 3 |
| Instacart | San Francisco, CA | Jan 2021 - May 2021 | < 1 |
| N/a | San Diego, CA | Sep 2019 - Jan 2021 | 1 |
| Direct Communications | Pocatello, ID | Jul 2019 - Sep 2019 | < 1 |
| Clear Insights | Pocatello, ID | May 2019 - Jul 2019 | < 1 |
| N/a | Pocatello, ID | Jul 2018 - May 2019 | < 1 |
| Idaloha Construction | Pocatello, ID | May 2018 - Jul 2018 | < 1 |
| N/a | Pocatello, ID | Jul 2017 - May 2018 | < 1 |
| Mary's Campground | Pocatello, ID | May 2017 - Jul 2017 | < 1 |
| N/a | Pocatello, ID | Jul 2016 - May 2017 | < 1 |
| Jack In The Box | San Marcos, CA | Apr 2014 - Jul 2016 | 2 |
| Mission Hills High School | Santee, CA | Oct 2014 - May 2016 | 1 |
| Mission Vista High School | Oceanside, CA | Aug 2014 - Oct 2014 | < 1 |
| N/a | Vista, CA | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- 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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