Wykrent, Damon

Wykrent, Damon (CRD# 153532) is a financial advisory firm headquartered in Lewisville, TX. They manage $9,378,200 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Wykrent, Damon
Showing 1 - 1 of 1 top financial advisors.
Damon J. Wykrent
CRD#: 4231487
401 East Corporate Drive, Suite 100, Lewisville, TX 75057

Damon Wykrent (CRD# 4231487) is an Investment Advisor Representative working at Wykrent, Damon in Lewisville, TX and has over 16 years of experience in the finance industry. Damon Wykrent 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.