Viktoria Irena Palermo
Investment adviser representative at Dunham
12 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
12 years in the industry.
- DunhamSep 2021 to now
- Dunham & Associates Investment Counsel, Inc.Sep 2021 to now
- LPL Financial, LLCSep 2020 to Sep 2021
- Lucia Securities, LLCMay 2014 to Jan 2021
- Lucia Capital GroupMay 2014 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2007
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
- 4769903
- Firm CRD
- 13162