Request an Appointment with a Regional Director
Dunham & Associates Investment Counsel, Inc. believes in building personal and lasting relationships. We specialize in helping advisors attract and retain high-net-worth clients and look forward to assisting you grow your business. If you would like to schedule an appointment with a Regional Director to discuss our wealth management investments and services, please complete the form below or call your Regional Sales Team at (866) 276-9534 Monday - Friday 6:00am - 5:00pm PST.
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Request Appointment Form
* First Name:
* Last Name:
* Address Line (1):
Address Line (2):
* City:
* State:
* Zip:
* Phone:  (ex. 858-964-0500)
* Email:
* Best Time To Reach You:
* Broker/Dealer Affiliation: * RIA Custodial Relationship:
Business Mix (must equal 100%):
Stocks & Bonds
Mutual Funds
Insurance & Annuities
Managed Money
Trusts
* Approximate Annual Production ($):
* Assets Under Management ($):
* Tenure In Business:


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Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/Dealer.  Member FINRA / SIPC.