Damon Simpson is a registered investment advisor, based in Valencia, CA, with 31 years of industry experience.
Location
27451 Tourney Rd., Ste. 160, Valencia, CA, 91355
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Damon is a partner in Amigos Westside Investments, managing the checking account for a real estate investment shell company, and an investor in PINTL Harvard, LLC. He is also an independent insurance agent selling life, LTC, or health policies and the COO/owner of GWS, Inc. DBA Professional Tax Services, where he prepares tax returns, taking nearly full-time hours.
Employment History
Current Registrations
Mutual Securities, INC.Broker
Mutual Advisors, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Financial Security Management, INC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
National Planning CorporationBroker
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.Broker
Triple Check Financial Services, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.