Damon Newsom (CRD# 2835453) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lafayette, IN and has over 26 years of experience in the finance industry.
CRD# 4121340
Lpl Financial LLC
CRD# 3107784
Osaic Wealth, Inc.
CRD# 1447515
Banker Investment Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Lafayette, IN | Oct 2021 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lafayette, IN | Jul 2021 - Current | 2 |
| Stifel, Nicolaus & Company, Incorporated | Lafayette, IN | Feb 2017 - Jul 2021 | 4 |
| City Securities Corporation | Lafayette, IN | Jul 2008 - Jul 2021 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2008 |
- IN
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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