Damon Pierson
Damon Pierson is a registered investment advisor at Osaic Wealth, INC., based in Yorba Linda, CA, with 30 years of industry experience. Damon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
22800 Savi Ranch Parkway, Suite 222, Yorba Linda, CA, 92887
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Regulatory History (1)
Financial
July 2022Other Business ActivitiesSells Insurance
Damon is involved in insurance sales, including property and casualty insurance, with various insurance companies, dedicating about a quarter of his time. He also owns Pierson Wealth Management, an S-Corp for life, health, and property casualty sales and service, spending a few hours per week on this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Level Four Advisory Services
Lincoln Financial Securities CorporationBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
VALIC Financial Advisors, INC.
The Variable Annuity Marketing CompanyBroker
VALIC Financial Advisors, INC.Broker
Gateway Investment Services, INC.Broker
Coastline Financial, INC.Broker
Mony Securities CORP.Broker
Coastline Financial, INC.Broker
State Registrations8 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.