Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Randall Dunham is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Watkinsville, GA. Kirk has been in the financial services industry since 1997 and has experience working with Wells Fargo Advisors, LLC and Wachovia Securities, Inc. Kirk holds the Series 7, Series 63 and Series 65 licenses and has a strong background in financial planning, portfolio management, and pension consulting. Kirk also provides hourly & fixed rate consultations and educational seminars.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
GA
01/26/2016 - Present
Raymond James Financial Services Advisors, Inc. (WATKINSVILLE GA)
GA
06/15/2002 - 10/21/2015
WELLS FARGO ADVISORS, LLC (ATHENS GA)
NC
05/12/1997 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 12/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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