Peter NesbittCRD 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 10 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Sensenig Capital Advisors, Inc.
|Dunham & Associates Investment Counsel, Inc.||San Diego, CA||Jul 2010 - Current||7|
|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|
Total Assets Under Management1,174MILLIONS
Total Number of Accounts4,561ACCOUNTS
Average Account Value$257,344
- A percentage of assets under your management
- 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 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)