Emily Damman (CRD# 7522661) is an Investment Advisor Representative working at Beacon Capital Management, Inc. in Dayton, OH and has 1 year of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Capital Management, Inc. | Dayton, OH | Mar 2022 - Current | 2 |
| Sammons Financial Group | West Des Moines, IA | Dec 2019 - Current | 4 |
| Faegre Baker Daniels | Des Moines, IA | May 2016 - Dec 2019 | 3 |
| Belin Mccormick | Des Moines, IA | Aug 2014 - May 2016 | 1 |
| University Of Virginia | Charlottesville, VA | Mar 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- IA
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Total Assets Under Management4,329MILLIONS
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Total Number of Accounts15,730ACCOUNTS
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Average Account Value$275,202
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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