Damon Rice (CRD# 6154042) is an Investment Advisor Representative working at E*trade Capital Management, LLC in New York, NY and has over 4 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
Score
107
CRD# 832532
Altium Wealth Management LLC
Score
107
CRD# 5973991
Cfs Investment Advisory Services LLC
Score
107
| Company Name | Location | Dates | Years |
|---|---|---|---|
| E*trade Capital Management LLC | Sandy, UT | Dec 2016 - Current | 1 |
| E*trade Securities LLC | Sandy, UT | Dec 2016 - Current | 1 |
| E*trade Securities LLC | Sandy, UT | May 2016 - Dec 2016 | < 1 |
| E*trade Capital Management LLC | Sandy, UT | May 2016 - Dec 2016 | < 1 |
| Morgan Stanley Smtih Barney LLC | South Jordan, UT | Mar 2014 - May 2016 | 2 |
| Morgan Stanley Smtih Barney LLC | South Jordan, UT | Jan 2013 - Mar 2014 | 1 |
| Varilease Finance | Salt Lake City, UT | Aug 2011 - Oct 2012 | 1 |
| Influent Sales Group | Salt Lake City, UT | Feb 2011 - Aug 2011 | < 1 |
| Dlr Marketing And Advertising | Salt Lake City, UT | Oct 2010 - Jan 2011 | < 1 |
| Capstone Alliance Partners | South Jordan, UT | Aug 2009 - Oct 2010 | 1 |
| Premier Mentoring | Draper, UT | Oct 2007 - Aug 2009 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2014 |
- TX
- UT
-
Total Assets Under Management5,445MILLIONS
-
Total Number of Accounts29,958ACCOUNTS
-
Average Account Value$181,751
- A percentage of assets under your management
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
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