Liam Anthony Morando
Investment Adviser Representative at Dunham
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Liam Anthony Morando is an investment adviser representative with Dunham in Bend, OR, where they have been registered since 2022, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
- Broker:
7 states and territories
Alaska, California, Idaho, Montana, Oregon, Washington, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Pure Joy cateringFeb 2016 – Mar 2018Santa Barbara, CA
- Savoy Café and DeliApr 2017 – Aug 2019Santa Barbara, CA
- Point Loma Nazarene University Women's VolleyballJan 2017 – Dec 2019San Diego, CA
- CesarinaSep 2019 – Sep 2020San Diego, CA
- AerotekSep 2020 – Apr 2021San Diego, CA
- La Dolce Vita RistoranteFeb 2021 – Jun 2021San Diego, CA
- Dunham & Associates Investment Counsel, Inc.Oct 2021 – no end date reportedSan Diego, CA
- San Marcos High SchoolFeb 2016 – Apr 2017Santa Barbara, CA
- Point Loma Nazarene UniversityJan 2017 – Dec 2019San Diego, CA
- UnemployedJun 2021 – Oct 2021San Diego, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Dunham
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 30
- Offices listed on AdvisorFinder:
- 2
- Main office:
- San Diego, CA
- SEC file number:
- 801-25803
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 15, 2026
View full firm profileOther advisors at Dunham
Showing 12 of 30 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Liam Anthony Morando has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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