Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damon? Claim Your ProfileDamon Trammell is an investment advisor representative associated with Vanguard Advisers, Inc. Damon has been in the financial services industry since August 1989. Damon has been registered with the SEC as an Investment Advisor Representative with Vanguard Advisers, Inc. since June 2022. Prior to that, Damon was registered with Prospera Financial Services, Inc. and Farmers Financial Solutions, LLC. Damon has experience with securities, mutual funds, variable annuities, and other investment products. Damon provides financial planning services, selects other advisors, and manages portfolios for individuals and businesses. Damon is registered in Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
06/23/2022 - Present
Vanguard Advisers, Inc. (Plano TX)
TX
06/25/2021 - 03/24/2022
PROSPERA FINANCIAL SERVICES, INC. (COLLEYVILLE TX)
TX
09/08/2000 - 06/21/2021
FARMERS FINANCIAL SOLUTIONS, LLC (COLLEYVILLE TX)
IL
09/22/1999 - 09/08/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
FL
07/30/1997 - 12/10/1998
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MA
07/13/1988 - 07/09/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/13/1988 - 07/09/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 08/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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