Unclaimed
Damon Anson Ficklin is an investment advisor representative associated with Polen Capital Management, LLC. Damon has been in the industry since 2003. Damon is registered with the state of Florida and Texas and has Series 7 and Series 66 licenses. Damon specializes in portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. Previously, Damon was employed with David M Polen Securities, LLC from 2004 to 2010.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
01/21/2016 - Present
Polen Capital Management, LLC (BOCA RATON FL)
FL
04/19/2004 - 09/30/2010
DAVID M POLEN SECURITIES, LLC (BOCA RATON FL)
BOTH
Issued 06/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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