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).
Total Assets Under Management9MILLION
Total Number of Accounts22ACCOUNTS
Average Account Value$426,282
- 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
Damon Wykrent (CRD# 4231487) is an Investment Advisor Representative working at Wykrent, Damon in Lewisville, TX and has over 15 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.