Benjamin Dunbar, financial advisor Santa Monica CA

Benjamin Dunbar

CRD Number: 6407185
Current Firm: Gerber Kawasaki Wealth & Investment Management

Benjamin Dunbar (CRD# 6407185) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 5 years of experience in the finance industry.

Similar Advisors
David Fried, financial advisor Santa Monica CA
David R. Fried
CRD# 2753945
Fried Asset Management, Inc.
Similar Advisors
Brandon Averill, financial advisor Santa Monica CA
Brandon L. Averill
CRD# 5781614
Bridge Advisory LLC
Company Name Location Dates Years
Lpl Financial, LLC Santa Monica, CA Nov 2014 - Current 5
Gerber Kawasaki, Inc. Santa Monica, CA Nov 2014 - Current 5
Unemployed Palos Verdes Estates, CA Jun 2014 - Oct 2014 < 1
California Polytechnic State University, San Luis Obispo San Luis Obispo, CA Apr 2014 - Jun 2014 < 1
California Polytechnic State University, San Luis Obispo San Luis Obispo, CA Sep 2010 - Jun 2014 3
Central Coast Surfboards San Luis Obispo, CA Sep 2012 - May 2014 1
Cisco Systems, Inc. San Jose, CA Jun 2013 - Sep 2013 < 1
Palos Verdes High School Palos Verdes Estates, CA Sep 2007 - Jun 2010 2
Youth Umpire Assoication Palos Verdes Estates, CA Mar 2007 - Jun 2010 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2014
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for Benjamin T. Dunbar
Phone Number: 310-399-6397
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Benjamin Dunbar and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.