Hannah Rose Alves
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.
- DunhamApr 2026 to now
- Dunham & Associates Investment Counsel, Inc.Apr 2026 to now
- Trilogy FinanceSep 2025 to Mar 2026
- Salon 650Jun 2021 to Sep 2025
- San Diego State UniversityAug 2020 to May 2025
- AthletaJun 2020 to Aug 2020
- Crepes n CreamJun 2019 to Oct 2019
- JourneysJun 2018 to Jun 2019
- Carondelet High HighschoolAug 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8146174
- Firm CRD
- 13162