Unclaimed
Damon Eric Ladd-Thomas is a financial advisor currently registered with Cetera Investment Advisers LLC. Damon has been in the industry since October 23, 2002. Damon is licensed in Georgia, Texas, Florida, New Jersey, North Carolina, Ohio, Pennsylvania, California, and Virginia. Damon has been with Cetera Investment Advisers LLC since September 2024 and has previous experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc.. Damon has a Series 6, Series 7, Series 66, and SIE license.
Alpharetta, GA
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
GA
10/21/2024 - Present
Cetera Investment Advisers LLC (Alpharetta GA)
GA
10/03/2003 - 01/09/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DULUTH GA)
MA
11/10/1998 - 10/21/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 10/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/2/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/9/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Damon Ladd-thomas is the right advisor for you? Invested Better is here to help.