Years of Experience
5-20+ Years
Newport Beach, CA
27 Years Experience
0 Disclosures
ADVISOR BIO
Damon D Johnson is an active investment advisor and broker with over 20 years of experience. Damon has held positions at several large financial institutions including Citigroup Global Markets, Merrill Lynch, and J.P. Morgan Securities. Damon has been with Morgan Stanley since June 2020 and specializes in portfolio management for individuals, businesses, and investment companies. Damon is a Series 3, 7, and 63 licensed representative and holds the Series 65. Damon is currently licensed in over 30 states.
SPECIALIZATIONS
NEWPORT BEACH, CA
38 Years Experience
1 Disclosures
ADVISOR BIO
Damon Couch is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Damon has been in the financial services industry since 1987. Damon has a Series 7, Series 6, Series 63, Series 52 and Series 8. Damon is also registered as an Investment Advisor Representative. Damon is registered in California. Damon has a record of 2 approved State Registration. Damon's previous experience includes positions with U.S. Bancorp Investments, Inc. in La Jolla, CA, Merrill Lynch, Pierce, Fenner & Smith Incorporated in La Jolla, CA, Banc of America Investment Services, Inc. in La Jolla, CA, BA Investment Services, Inc. in Oakland, CA, Everen Securities, Inc. in St. Louis, MO, BA Investment Services, Inc. in Oakland, CA, and Security Pacific Investment Funds, Inc. Damon has specializations in Mutual Funds, Variable Annuities, Fixed Annuities, Insurance, and Retirement Planning.
SPECIALIZATIONS
NEWPORT BEACH, CA
38 Years Experience
0 Disclosures
ADVISOR BIO
Dan Gallagher is a financial advisor with UBS Financial Services Inc. with over 30 years of experience in the industry. Dan Gallagher is registered in multiple states as a broker and investment advisor and holds multiple FINRA and state licenses. Dan Gallagher's previous employers include Kidder, Peabody & Co. Incorporated and Shearson Lehman Hutton Inc. and PaineWebber Incorporated. Dan Gallagher specializes in portfolio management for individuals and businesses, financial planning, pension consulting and educational seminars.
SPECIALIZATIONS
NEWPORT BEACH, CA
27 Years Experience
1 Disclosures
ADVISOR BIO
Dana Lynn McDonald is a registered investment advisor with RBC Capital Markets, LLC, in NEWPORT BEACH, CA. Dana has been active in the industry since 1997. Dana has been with RBC Capital Markets since 2011 and has experience with several firms including Oppenheimer & Co. Inc., Citigroup Global Markets Inc., and PaineWebber Incorporated. Dana is a licensed investment advisor in California and Texas, and holds the Series 7, Series 63, and Series 65 licenses. Dana also specializes in working with high-net-worth individuals, corporations, and institutions. Dana's current role at RBC Capital Markets is focused on providing investment advice and portfolio management services to a wide range of clients.
SPECIALIZATIONS
NEWPORT BEACH, CA
8 Years Experience
0 Disclosures
ADVISOR BIO
Dang-co Vu is an investment advisor representative associated with Wells Fargo Advisors Financial Network, LLC. Dang-co Vu has been in the securities industry since July 5, 2016. Dang-co Vu has passed the Series 66 exam. Dang-co Vu is also licensed in the following states: California, Nevada, and Utah. Dang-co Vu's previous firm was UBS Financial Services Inc. Dang-co Vu has an active investment advisor registration.
SPECIALIZATIONS
NEWPORT BEACH, CA
27 Years Experience
1 Disclosures
ADVISOR BIO
Daniel Storey Henry is a financial advisor with over 25 years of experience in the industry. Daniel currently works at RBC Capital Markets, LLC, where he has been since February 2009. Daniel holds various licenses including Series 3, 7, 63, and 65 and has a strong background in portfolio management and financial planning. Prior to working at RBC Capital Markets, LLC, Daniel was employed at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.
SPECIALIZATIONS
NEWPORT BEACH, CA
23 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Robert Stewart is a financial advisor with over 20 years of experience in the financial services industry. Currently, he is a Managing Director at Sageview Advisory Group, LLC. Daniel Stewart has a Series 7, Series 63, and SIE licenses. Daniel Stewart has experience working with individuals, corporations, pension and profit-sharing plans, charitable organizations, and state and municipal governments.
SPECIALIZATIONS
NEWPORT BEACH, CA
38 Years Experience
2 Disclosures
ADVISOR BIO
Daniel Adolph Czapla is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Daniel has been in the securities industry since September 28, 1986. Daniel is registered with the state of Texas as an investment advisor representative and with 21 other states as a broker. Daniel is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Newport Beach, CA.
SPECIALIZATIONS
NEWPORT BEACH, CA
8 Years Experience
0 Disclosures
ADVISOR BIO
Daniel James Downard is a financial advisor who is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Daniel James Downard has been in the industry for 10 years. Daniel James Downard is licensed to provide advisory services in 53 states. Daniel James Downard has experience at several firms, including Scottrade, Inc. and Waddell & Reed. Daniel James Downard has passed the Series 7, Series 10, Series 9, Series 66 and SIE exams. Daniel James Downard's current registration status is active.
SPECIALIZATIONS
NEWPORT BEACH, CA
23 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Dubois is an investment advisor representative with Noble Wealth Management, Inc. in Newport Beach, CA. Daniel is registered in the state of California as an Investment Advisor Representative. Daniel is registered with FINRA as a Registered Representative. Daniel has over 20 years of experience in the financial services industry. Daniel offers a variety of financial services including financial planning, portfolio management for individuals, and investment consulting and portfolio review services. Daniel is also registered as an Investment Advisor Representative with Noble Wealth Management, Inc.
SPECIALIZATIONS