Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damon? Claim Your ProfileDamon Curtis Simpson is a financial professional with over 25 years of experience in the industry. Damon is currently registered with Mutual Advisors, LLC and has been with the firm since January 2019. Damon has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Damon offers financial planning, portfolio management, and other advisory services to clients.
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.
Guidance on pension options to ensure a secure financial future.
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.
Hourly consulting
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.
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2
CA
01/07/2019 - Present
Mutual Advisors, LLC (Valencia CA)
CA
11/29/2017 - 12/31/2018
LPL FINANCIAL LLC (SANTA CLARITA CA)
CA
03/21/2006 - 11/29/2017
NATIONAL PLANNING CORPORATION (SANTA CLARITA CA)
CA
06/21/1999 - 03/21/2006
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
AZ
05/25/1995 - 07/01/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
05/09/1994 - 08/19/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
09/10/1993 - 05/09/1994
TRIPLE CHECK FINANCIAL SERVICES, INC. (BURBANK CA)
BOTH
Issued 02/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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