Benjamin Thomas Dunbar
Investment adviser representative at Gerber Kawasaki Wealth & Investment Management
5 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
5 years in the industry.
- Gerber Kawasaki Wealth & Investment ManagementMay 2015 to now
- Gerber Kawasaki, Inc.Nov 2014 to now
- LPL Financial, LLCNov 2014 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Gerber Kawasaki Wealth & Investment Management
Legal name: Gerber Kawasaki, Inc.
$4.1BAssets managed
9,624Clients
39Advisers
12 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
- 6407185
- Firm CRD
- 153649