Benjamin DunbarCRD Number: 6407185
Current Firm: Gerber Kawasaki Wealth & Investment Management
Benjamin Dunbar (CRD# 6407185) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 4 years of experience in the finance industry.
Fried Asset Management, Inc.
Penniall & Associates
|Lpl Financial, LLC||Santa Monica, CA||Nov 2014 - Current||5|
|Gerber Kawasaki, Inc.||Santa Monica, CA||Nov 2014 - Current||5|
|Unemployed||Palos Verdes Estates, CA||Jun 2014 - Oct 2014||< 1|
|California Polytechnic State University, San Luis Obispo||San Luis Obispo, CA||Apr 2014 - Jun 2014||< 1|
|California Polytechnic State University, San Luis Obispo||San Luis Obispo, CA||Sep 2010 - Jun 2014||3|
|Central Coast Surfboards||San Luis Obispo, CA||Sep 2012 - May 2014||1|
|Cisco Systems, Inc.||San Jose, CA||Jun 2013 - Sep 2013||< 1|
|Palos Verdes High School||Palos Verdes Estates, CA||Sep 2007 - Jun 2010||2|
|Youth Umpire Assoication||Palos Verdes Estates, CA||Mar 2007 - Jun 2010||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2014|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
Total Assets Under Management778MILLIONS
Total Number of Accounts13,767ACCOUNTS
Average Account Value$56,530
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CO, FL, HI, IL, LA, MA, MD, MI, NJ, NY, OR, TX, VA, WA
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