Damon Walker
Damon Walker is a registered investment advisor at LPL Financial LLC, based in Cedar Rapids, IA, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
915 Bell Dr Sw, Cedar Rapids, IA, 52404
Get directionsHistory
Regulatory History (3)
Regulatory
July 2018Customer Dispute
February 2018Customer Dispute
September 2016Other Business ActivitiesSells Insurance
Damon is involved in several business activities, including Walker INC (for tax/investment purposes), Edge Investment Solutions (DBA for LPL business), Crump (non-variable insurance), Dave Ramsey - SmartVestor Pro, and two real estate rental properties. Damon dedicates full-time hours to Walker INC and Edge Investment Solutions.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Heartland Investment Associates, INC.Broker
State Registrations46 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.