Ammon Doman (CRD# 6562504) is an Investment Advisor Representative working at Strategic Advocates, LLC in Logan, UT and has over 7 years of experience in the finance industry. Ammon Doman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7058752
D.a. Davidson & Company
CRD# 2627265
Adams Wealth Advisors
CRD# 6718486
Andina Family Offices
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crown Capital Securities LP | Orange, CA | Jan 2023 - Current | 1 |
| Strategic Advocates, LLC | Logan, UT | Nov 2022 - Current | 1 |
| Cambridge Investment Research Advisors, Inc. | Farifeidl, IA | May 2021 - Dec 2022 | 1 |
| Cambridge Investment Research | Fairfield, IA | Mar 2020 - Dec 2022 | 2 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Aug 2017 - Mar 2020 | 2 |
| Michael Macfarlane | Provo, UT | Nov 2016 - Mar 2020 | 3 |
| Northwestern Mutual Investment Services LLC | Provo, UT | Feb 2016 - Mar 2020 | 4 |
| Self Employed | Orem, UT | May 2015 - Feb 2016 | < 1 |
| Student | Provo, UT | Feb 2010 - May 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2016 |
- CA
- UT
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Total Assets Under Management364MILLIONS
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Total Number of Accounts2,445ACCOUNTS
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Average Account Value$148,688
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
AK, AL, AZ, CA, CO, FL, IA, ID, IN, LA, MI, MO, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, SC, TN, TX, UT, WA, WY
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