Damon Ladd-Thomas, financial advisor Johns Creek GA

Damon Ladd-Thomas

CRD Number: 3137568
Current Firm: Next Financial Group, Inc.

Damon Ladd-Thomas (CRD# 3137568) is an Investment Advisor Representative working at Next Financial Group, Inc. in Johns Creek, GA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Next Financial Group, Inc. Stone Mountain, GA Jan 2007 - Current 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Damon E. Ladd-Thomas
Phone Number: 877-876-6398
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    2,919
    MILLIONS
  • Total Number of Accounts
    16,162
    ACCOUNTS
  • Average Account Value
    $180,612
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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