AdFi
NH

Nathan Harold Dunham

Investment Adviser Representative at CORE WEALTH ADVISORS, INC.

Lakeland, FLCRD #4727016Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
2 states
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Nathan Harold Dunham has worked in the securities industry since 2000. They are registered to provide investment advisory services in Florida and Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
FloridaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/30/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.015
Source

CORE Wealth Advisors, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CORE WEALTH ADVISORS, INC.Current
3/12/2015Lakeland, FL
CALTON & ASSOCIATES, INC.
11/19/20133/31/2015Lakeland, FL
WALL FOSS ADVISORS, INC.
3/17/200011/20/2013Lakeland, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CORE WEALTH ADVISORS, INC.

10 other advisors in the directory

View CORE WEALTH ADVISORS, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nathan Harold Dunham 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.

Nathan Harold Dunham - Financial Advisor in Lakeland, FL | AdvisorFinder