Peter Nesbitt, financial advisor West Chester PA
93 score

Peter Nesbitt

CRD Number: 5404077
Current Firm: Dunham & Associates Investment Counsel, Inc.

Peter Nesbitt (CRD# 5404077) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in West Chester, PA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Dunham & Associates Investment Counsel, Inc. San Diego, CA Jul 2010 - Current 6
Independent Financial Group San Diego, CA Feb 2009 - Jul 2010 1
Qa3 Financial Corp Omaha, NE Jun 2008 - Feb 2009 < 1
Wealth Advisors San Diego, CA Apr 2008 - Jun 2008 < 1
Ameriprise Financial Services,inc. San Diego, CA Aug 2007 - Mar 2008 < 1
Hydrowork Int. Middletown, PA Jan 2006 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Peter B. Nesbitt
Phone Number: 858-964-0500
Firm Website: http://www.dunham.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,174
    MILLIONS
  • Total Number of Accounts
    4,561
    ACCOUNTS
  • Average Account Value
    $257,344
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, NV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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