Unclaimed
Damon Parsons Becker has been in the financial services industry for over 30 years. Damon is a Registered Representative of LPL Financial LLC and a Registered Investment Advisor. Damon has a wide range of experience in the financial services industry, including securities and investment advisory services. Damon specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. Damon is committed to providing his clients with personalized and comprehensive financial advice. Damon is also a Registered Principal and is a member of the Financial Industry Regulatory Authority (FINRA). Damon has a strong understanding of the investment industry and is committed to providing his clients with the highest level of service.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
02/13/2017 - Present
LPL Financial LLC (WALNUT CREEK CA)
IN
10/28/1992 - 02/14/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/28/1992 - 02/14/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 10/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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