Damon Basco is a CFP-designated registered investment advisor, based in Orlando, FL, with 26 years of industry experience.
Location
4767 New Broad St., Ste. 1034, Orlando, FL, 32814
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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 an administrative rep for an RIA, dedicating full-time hours to this role. He is also an independent insurance agent for various companies, including life settlements and benefits, and owns Bull & Bear Wealth Management Partners LLC, also full-time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
H&r Block Financial Advisors, INC.Broker
State Registrations16 states
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