Damian Dufour, financial advisor La Mesa CA
93 score

Damian Dufour

CRD Number: 5372514
Current Firm: Reilly Financial Advisors

Damian Dufour (CRD# 5372514) is an Investment Advisor Representative working at Reilly Financial Advisors in La Mesa, CA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC San Diego, CA Nov 2013 - Current 4
Bank Of America,na Temecula, CA Sep 2009 - Oct 2013 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Temecula, CA Jan 2008 - Oct 2013 5
Bj's Restaurant And Brewhouse Temecula, CA Apr 2011 - Jun 2012 1
Farmers Insurance Temecula, CA Jun 2007 - Jan 2008 < 1
Countrywide Chino, CA Aug 2005 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Damian J. Dufour
Phone Number: 619-698-0794
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    778
    MILLIONS
  • Total Number of Accounts
    2,133
    ACCOUNTS
  • Average Account Value
    $364,823
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, LA, MI, MN, MO, MS, MT, ND, NE, NH, NM, NV, OH, OK, OR, SC, SD, TX, UT, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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