![Joshua Damore, financial advisor Indianapolis IN](/img/ws/profile-blank-sq.png)
Joshua Damore (CRD# 7029422) is an Investment Advisor Representative working at Wellington Wealth Strategies, LLC in Indianapolis, IN and has over 4 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
![Scott A'hearn, financial advisor Indianapolis IN](/img/ws/profile-blank-sq.png)
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Wellington Wealth Strategies Llc (trustwealth Strategies) | Spring Grove, IL | Jun 2023 - Current | < 1 |
Trustwealth Strategies | Indianapolis, IN | Aug 2021 - Current | 2 |
Mml Investors Services | Grayslake, IL | Oct 2018 - Current | 5 |
Mass Mutual Life Insurance Company | Grayslake, IL | Aug 2018 - Current | 5 |
Westpoint Financial | Indianapolis, IN | Aug 2018 - Aug 2021 | 3 |
Assurance Technologies, Inc. | Bartlett, IL | Jul 2011 - Aug 2018 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2019 |
S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- IL
-
Total Assets Under Management280MILLIONS
-
Total Number of Accounts1,198ACCOUNTS
-
Average Account Value$233,388
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, IL, IN, LA, MI, TX
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