Unclaimed
Mark Damron has been in the financial services industry since March 1994. Mark is currently registered with LPL Financial LLC in Louisville, KY. Mark has a wide range of experience and offers various advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Mark has been registered in Kentucky since February 2000, and Indiana since January 2009. In addition to these registrations, Mark also holds registrations in several other states including Florida, Georgia, Illinois, Maryland, Massachusetts, Missouri, North Carolina, and Ohio.
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
KY
02/21/2000 - Present
LPL Financial LLC (LOUISVILLE KY)
NY
04/16/1998 - 02/25/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MN
09/05/1997 - 02/09/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/05/1997 - 02/09/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
SC
06/18/1996 - 09/08/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 05/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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