Lucas Max Keefer
Investment adviser representative at Dunham
10 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
10 years in the industry.
- DunhamDec 2025 to now
- Dunham & Associates Investment Counsel, Inc.Sep 2025 to now
- LPL Enterprise LLCApr 2025 to Aug 2025
- Le Partfait ParisSep 2024 to Apr 2025
- UnemployedSep 2023 to Aug 2024
- Precision Fluid ControlsNov 2022 to Aug 2023
- University of San DiegoFeb 2022 to Sep 2022
- El Palmar Mexican RestaurauntJun 2021 to Jan 2022
- TogosMay 2021 to Jan 2022
- Baskin RobbinsMay 2019 to Mar 2021
- Ace HardwareJun 2017 to Apr 2019
- UnemployedMar 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8069163
- Firm CRD
- 13162