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Hilarey May Findeisen

Dunham & Associates Investment Counsel, Inc.

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About Hilarey May Findeisen

Hilarey May Findeisen is an Investment Advisor Representative for Dunham & Associates Investment Counsel, Inc. Hilarey has been a registered representative since 2001. Hilarey holds the Series 7, Series 24, Series 99TO, and SIE licenses. Her specializations include Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies, and Asset Allocation Services.

Firm Information

Hilarey Findeisen is currently registered with Dunham & Associates Investment Counsel, Inc.. Dunham & Associates Investment Counsel, Inc. is a registered investment advisor headquartered in San Diego, California. The firm was formed in 1982 and provides a variety of advisory services, including financial planning, asset allocation, and portfolio management for individuals, businesses, and investment companies. They have a long history of providing investment advice and have a large team of professionals dedicated to meeting the needs of their clients.
Dunham & Associates Investment Counsel, Inc.

6256 GREENWICH DRIVE

SAN DIEGO, CA 92122

$3.76B

Assets Under Management

11,000

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset-allocation services

Asset-allocation services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Hilarey Findeisen’s Registration & Firm History

CA

07/23/2001 - Present

Dunham & Associates Investment Counsel, Inc. (SAN DIEGO CA)

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Licenses & Designations

BC

Issued 07/15/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Hilarey May Findeisen.
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