Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Dunham is a financial professional with over 20 years of experience in the industry. Joshua Ryan Dunham is currently registered with SCF Investment Advisors, Inc. and has held previous registrations with WFG INVESTMENTS, INC., SUMMITALLIANCE SECURITIES, L.L.C., and UBS FINANCIAL SERVICES INC. Joshua Ryan Dunham has held both Series 7 and Series 66 licenses and holds the SIE designation. SCF Investment Advisors, Inc. provides investment advisory services to individuals, businesses, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, pension consulting, and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
12/10/2014 - Present
SCF Investment Advisors, Inc. (SAN DIEGO CA)
TX
01/26/2012 - 06/13/2014
WFG INVESTMENTS, INC. (PLANO TX)
TX
10/09/2007 - 12/31/2011
SUMMITALLIANCE SECURITIES, L.L.C. (DALLAS TX)
TX
04/29/2009 - 12/31/2009
WFG INVESTMENTS, INC. (PLANO TX)
TX
11/19/2003 - 11/05/2007
UBS FINANCIAL SERVICES INC. (DALLAS TX)
BOTH
Issued 12/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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