Nehemiah McFarlinCRD Number: 7386071
Current Firm: Dunham & Associates Investment Counsel, Inc.
Nehemiah McFarlin (CRD# 7386071) 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.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Laz Parking||San Diego, CA||Jun 2021 - Current||2|
|Dunham & Associates Investment Counsel, Inc.||San Diego, CA||May 2021 - Current||2|
|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|
|Rancho Buena Vista High School||Vista, CA||Jan 2013 - May 2014||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2022|
Total Assets Under Management2,902MILLIONS
Total Number of Accounts9,143ACCOUNTS
Average Account Value$317,361
- 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)
AZ, CA, CO, CT, FL, NV, TX
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