Damian Dering (CRD# 2854253) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 27 years of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concorde Asset Management, LLC | Troy, MI | Sep 2014 - Current | 9 |
| Concorde Investment Services, LLC | Troy, MI | Sep 2014 - Current | 9 |
| Independent Financial Group | San Diego, CA | Dec 2008 - Sep 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2003 |
- AZ
- CA
- CO
- ID
- NV
- NM
- OK
- OR
- PA
- TX
- WA
- WI
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Total Assets Under Management395MILLIONS
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Total Number of Accounts2,510ACCOUNTS
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Average Account Value$157,415
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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