Samuel DameronCRD Number: 1327520
Current Firm: J. W. Cole Advisors, Inc.
Samuel Dameron (CRD# 1327520) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 18 years of experience in the finance industry. Samuel Dameron 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.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|J. W. Cole Advisors, Inc.||Tampa, FL||May 2013 - Current||3|
|J.w. Cole Financial, Inc.||Modesto, CA||May 2013 - Current||3|
|Dameron Associates||Modesto, CA||Jul 2008 - Current||8|
|Securities America Advisors, Inc.||Lavista, NE||Jan 2009 - Jun 2011||2|
|Securities America, Inc.||Modesto, CA||Jan 2009 - Jun 2011||2|
|Brecek & Young Advisors, Inc.||Folsom, CA||May 2001 - Jan 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S66||NASAA Uniform Combined State Law Examination||Jun 2007|
Total Assets Under Management1,250MILLIONS
Total Number of Accounts6,832ACCOUNTS
Average Account Value$182,954
- 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
- 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, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV