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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damon? Claim Your ProfileDamon Delillo is a financial advisor with Concurrent Investment Advisors, LLC. Damon has been in the financial services industry since 2004. Damon specializes in providing financial planning, pension consulting and selection of other advisors to individuals, corporations and high-net-worth individuals. Damon is registered with the state of California as an Investment Advisor Representative.
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.
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.
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CA
05/31/2023 - Present
Concurrent Investment Advisors, LLC (San Diego CA)
CA
05/27/2016 - 06/07/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
05/22/2012 - 06/01/2016
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
NY
09/12/2008 - 05/21/2012
PRINCOR FINANCIAL SERVICES CORPORATION (NEW YORK NY)
NY
02/01/2007 - 08/26/2008
CAMMACK LARHETTE BROKERAGE, INC. (NEW YORK NY)
NY
04/20/2004 - 01/31/2007
CHARLES W. CAMMACK ASSOCIATES, INC. (NEW YORK NY)
IA
Issued 06/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/19/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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