Damon WhiteCRD Number: 4625892
Current Firm: Evermay Wealth Management, LLC
Damon White (CRD# 4625892) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 14 years of experience in the finance industry.
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|Evermay Wealth Management, LLC||Washington, DC||Apr 2009 - Current||9|
|United Brokerage Services, Inc.||Washington, DC||Oct 2002 - Apr 2009||6|
|United Bank||Washington, DC||Oct 2002 - Apr 2009||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2004|
Total Assets Under Management427MILLIONS
Total Number of Accounts817ACCOUNTS
Average Account Value$522,926
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, DC, FL, MA, MD, MI, NC, NY, PA, SC, TX, VA, WV
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