Best Investors Account Sign in

Cade Bergen Isakson

Dunham

San Diego, CA

San Diego, CA

San Diego, CA

Claim This Profile
Current Employers
Dunham

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-05-24
  • CA RA
    APPROVED
    Since 2024-05-24

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

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
Student Sedro Woolley WA 09/2013 02/2019
Big 5 Sporting Goods Burlington WA 02/2019 06/2020
Starbucks Mount Vernon WA 04/2019 06/2020
Foothills Farm Sedro Woolley WA 06/2020 08/2020
Toyota Burlington WA 01/2021 08/2021
Mission Bay Sports Center San Diego CA 05/2022 01/2023
Student Sedro Woolley WA 09/2020 01/2021
Student San Diego CA 08/2021 05/2022
Hot Tub Cruisin San Diego CA 01/2023 05/2023
Unemployed Sedro Woolley WA 05/2023 07/2023
Dunham & Associates Investment Counsel, Inc San Diego CA 07/2023 Present
  • 09/2013 → 02/2019
    Student
    Sedro Woolley, WA
  • 02/2019 → 06/2020
    Big 5 Sporting Goods
    Burlington, WA
  • 04/2019 → 06/2020
    Starbucks
    Mount Vernon, WA
  • 06/2020 → 08/2020
    Foothills Farm
    Sedro Woolley, WA
  • 01/2021 → 08/2021
    Toyota
    Burlington, WA
  • 05/2022 → 01/2023
    Mission Bay Sports Center
    San Diego, CA
  • 09/2020 → 01/2021
    Student
    Sedro Woolley, WA
  • 08/2021 → 05/2022
    Student
    San Diego, CA
  • 01/2023 → 05/2023
    Hot Tub Cruisin
    San Diego, CA
  • 05/2023 → 07/2023
    Unemployed
    Sedro Woolley, WA
  • 07/2023 → Present
    Dunham & Associates Investment Counsel, Inc
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-23
  • S66 Uniform Combined State Law Examination
    2024-05-23

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RBC CAPITAL MARKETS, LLC
CETERA INVESTMENT MANAGEMENT LLC
ONE CAPITAL MANAGEMENT, LLC
TRIVANT CUSTOM PORTFOLIO GROUP LLC
SILVIA MCCOLL WEALTH MANAGEMENT, LLC
RICE HALL JAMES & ASSOCIATES LLC

Other Investors

Summer Rae Pretzer
Jeffrey Raymond Dockan
Arben Qirjazi
James Grandinetti
RYAN MAUL
JAMES T FARLEY
ASHLEY LYNN TESTER
Megan Polizzi

Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

More in San Diego, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor