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Rebecca Pearson Martin

Dunham

San Diego, CA

San Diego, CA

San Diego, CA

Panama City, FL

CRD 6134261

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Employer firm

Dunham CRD 13162

$5.63B regulatory AUM 13,200 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Dunham

6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-01-13
  • CA RA
    APPROVED
    Since 2017-01-13

Branch Locations

6256 Greenwich Drive Suite 550, San Diego, CA 92122 • UNITED STATES

6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States

6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States

Panama City, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sigma Financial Corporation Ann Arbor MI 07/2013 11/2016
Spc Ann Arbor MI 07/2013 11/2016
Southtrust Advisors Slidell LA 05/2012 11/2016
Dunham & Associates Investment Counsel, Inc. San Diego CA 12/2016 Present
  • 07/2013 → 11/2016
    Sigma Financial Corporation
    Ann Arbor, MI
  • 07/2013 → 11/2016
    Ann Arbor, MI
  • 05/2012 → 11/2016
    Southtrust Advisors
    Slidell, LA
  • 12/2016 → Present
    Dunham & Associates Investment Counsel, Inc.
    San Diego, CA
Previous Registrations
  • 2013-11-15 → 2016-11-10
    Slidell, LA
Other Businesses

1) COMMITTEE MEMBER, TYNDALL FEDERAL CREDIT UNION FROM MAY 2026 TO PRESENT. MS. PEARSON SERVES ON THE SUPERVISORY COMMITTEE IN A VOLUNTEER ROLE PROVIDING INDEPENDENT AUDIT OVERSIGHT. MS. PEARSON RECEIVES NO COMPENSATION AND SPENDS APPROXIMATELY 5 HOURS A MONTH ON THIS ACTIVITY. 2) MANAGING MEMBER, EMERCOM LLC FROM MAY 2026 TO PRESENT. EMERCOM LLC IS A GOVERNMENT CONTRACTING BUSINESS FOCUSING ON PROCUREMENT AND CONTRACT FULFILLMENT. MS. PEARSON PROVIDES STRATEGIC OVERSIGHT AND PERFORMS ADMINISTRATIVE DUTIES AS NEEDED. MS. PEARSON HOLDS 51% OWNERSHIP AND SPENDS APPROXIMATELY 5 HOURS A MONTH ON THIS ACTIVITY.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-15
  • S66 Uniform Combined State Law Examination
    2013-11-15
Designations
  • Certified Financial Planner
Other Names
  • Rebecca Elizabeth Pearson

View on SEC IAPD

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