Damian DufourCRD Number: 5372514
Current Firm: Nfp Retirement Inc.
Damian Dufour (CRD# 5372514) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 15 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Nfp Retirement||Aliso Viejo, CA||Dec 2021 - Current||< 1|
|Wells Fargo Advisors LLC||San Diego, CA||Nov 2013 - Current||8|
|Bank Of America,na||Temecula, CA||Sep 2009 - Oct 2013||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Temecula, CA||Jan 2008 - Oct 2013||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2007|
|S66||NASAA Uniform Combined State Law Examination||May 2008|
Total Assets Under Management78,718MILLIONS
Total Number of Accounts3,797ACCOUNTS
Average Account Value$20,731,607
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NE, NM, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WI, WY
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