Clayton Dunkle (CRD# 7271260) is an Investment Advisor Representative working at Fermata Advisors in Sonoma, CA and has over 3 years of experience in the finance industry.
CRD# 7043198
Tweddell Goldberg Investment Management
CRD# 4665051
Bickford Investment Management Services
CRD# 4586514
Magnum Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sonoma Wealth Advisors | Sonoma, CA | Aug 2019 - Current | 4 |
| Enso Wealth Management | Sonoma, CA | Jun 2019 - Dec 2019 | < 1 |
| California Polytechnical State University - San Luis Obispo | San Luis Obispo, CA | Sep 2015 - May 2019 | 3 |
| Cline Family Cellar | Sonoma, CA | Jun 2016 - Aug 2018 | 2 |
| Mule Head Growers | Sonoma, CA | Jun 2015 - Aug 2017 | 2 |
| North County Dry Wall | Sonoma, CA | Jun 2015 - Jun 2015 | < 1 |
| Middle School & High School | Sonoma, CA | Sep 2003 - Jun 2015 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- CA
-
Total Assets Under Management974MILLIONS
-
Total Number of Accounts3,843ACCOUNTS
-
Average Account Value$253,408
- 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
- Pension consulting services
AZ, CA, CO, HI, ID, LA, MD, MT, NE, OH, OR, PA, TX, UT, WA
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