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Marguerite Mae Keegan

Dunham & Associates Investment Counsel, Inc.

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About Marguerite Mae Keegan

Marguerite Mae Keegan is a registered investment advisor representative at Dunham & Associates Investment Counsel, Inc.. Marguerite Keegan has been in the industry since 2023 and has been with Dunham & Associates Investment Counsel, Inc. since 2023. Marguerite Keegan specializes in providing financial planning and portfolio management services. Marguerite Keegan is registered with the state of California and holds a Series 66, Series 7TO, and SIE licenses.

Firm Information

Marguerite Keegan 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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Marguerite Keegan’s Registration & Firm History

CA

04/30/2024 - Present

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

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Licenses & Designations

BOTH

Issued 04/29/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/04/2023

Series 7TO - General Securities Representative Examination

BC

Issued 09/27/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marguerite Mae Keegan.
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