Dunvegan Associates Inc.

Dunvegan Associates Inc. (CRD# 108603) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $27,253,549 in 14 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $1,946,682
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NC, TX

Financial Advisors at Dunvegan Associates Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Alvin C. Moore
CRD#: 1163038
1114 State Street, Santa Barbara, CA 93101

Alvin Moore (CRD# 1163038) is an Investment Advisor Representative working at Dunvegan Associates Inc. in Santa Barbara, CA and has over 6 years of experience in the finance industry.

2
Nicholas B. Bell
CRD#: 7792629
Oakland, CA

Nicholas Bell (CRD# 7792629) is an Investment Advisor Representative working at Dunvegan Associates Inc. in Oakland, CA and has 1 year of experience in the finance industry.

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