Damon Simpson (CRD# 2312292) is an Investment Advisor Representative working at Mutual Advisors, LLC in Valencia, CA and has over 31 years of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 1343922
Virtue Capital Management, LLC
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Securities, Inc. | Camarillo, CA | Dec 2020 - Current | 3 |
| Mutual Advisors, LLC | Casper, WY | Jan 2019 - Current | 5 |
| Lpl Financial LLC | Santa Clarita, CA | Nov 2017 - Dec 2020 | 3 |
| Financial Security Management, Inc. | Santa Clarita, CA | Mar 2016 - Nov 2017 | 1 |
| National Planning Corporation | Saugus, CA | Jun 1999 - Nov 2017 | 18 |
| National Med Ent | Santa Monica, CA | Jun 1992 - Nov 2017 | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2011 |
- CA
-
Total Assets Under Management6,947MILLIONS
-
Total Number of Accounts20,381ACCOUNTS
-
Average Account Value$340,863
- 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
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.