William Bo
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.
- DunhamMar 2023 to now
- Dunham & Associates Investment, Counsel, Inc.Mar 2023 to now
- Cuso Financial Services, LPAug 2022 to Mar 2023
- LPL FinancialAug 2021 to Aug 2022
- Fidelity InvestmentsApr 2021 to Aug 2021
- UnemployedNov 2020 to Mar 2021
- Commonwealth Financial NetworkAug 2014 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 6380091
- Firm CRD
- 13162