Derek Damian, financial advisor Rochester MI
89 score

Derek Damian

CRD Number: 6177923
Current Firm: Cambridge Investment Research Advisors, Inc.

Derek Damian (CRD# 6177923) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rochester, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lakeview Financial Consultants Lake Orion, MI Jan 2014 - Current 2
Cambridge Investment Research, Inc. Fairfield, IA Jan 2014 - Current 2
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2014 - Current 2
Hantz Financial Services Southfield, MI Mar 2013 - Jan 2014 < 1
7-eleven East Lansing, MI Aug 2011 - Jul 2013 1
Michigan State University East Lansing, MI Aug 2009 - May 2013 3
U-haul Southfield, MI May 2011 - Aug 2011 < 1
Michigan State University East Lansing, MI Aug 2010 - May 2011 < 1
Unemployed East Lansing, MI May 2009 - Aug 2010 1
Crestwood High School Dearborn Heights, MI Aug 2005 - May 2009 3
Mcdonald's Livonia, MI Jun 2005 - May 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Derek P. Damian
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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