Timothy Damron (CRD# 7072089) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Fenton, MO and has over 5 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Salt Lake City, UT | Sep 2021 - Current | 2 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Dec 2020 - Sep 2021 | < 1 |
| Brian Lavalle | Chesterfield, MO | Nov 2020 - Sep 2021 | < 1 |
| Matthew Collier | Saint Louis, MO | Sep 2020 - Sep 2021 | 1 |
| Northwestern Mutual Investment Services LLC | Saint Louis, MO | Sep 2020 - Sep 2021 | 1 |
| Matthew Collier | Saint Louis, MO | Jul 2020 - Sep 2020 | < 1 |
| Upci | Weldon Spring, MO | Sep 2019 - Jul 2020 | < 1 |
| Td Ameritrade | Saint Louis, MO | Feb 2019 - Aug 2019 | < 1 |
| Upci | Weldon Spring, MO | Jul 2015 - Feb 2019 | 3 |
| Cabela's | Hazelwood, MO | Oct 2011 - Jul 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- MO
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- 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)
- Educational seminars/workshops
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