Royce Gittings
Investment adviser representative at Dunham
19 yearsExperience
1 stateRegistered in
$5.6BFirm assets
40 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- DunhamMay 2022 to now
- Dunham & Associates Investment Counsel, Inc.Dec 2003 to now
- Fidelity InvestmentsMay 2022 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
Dunham
Legal name: Dunham & Associates Investment Counsel, Inc.
$5.6BAssets managed
13,155Clients
31Advisers
40 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2976897
- Firm CRD
- 13162