Damon Derstine is a registered investment advisor at Wells Fargo Advisors, based in Doylestown, PA, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2005 South Easton Rd., Suite 204, Doylestown, PA, 18901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Damon has 100% ownership with his spouse in Quad-D Holdings LLC, managing farm property and agricultural activities, dedicating a few hours per week. He also has 50% ownership in Meridian Wealth Mgmt Group, LLC and 100% ownership in Damon Derstine Consulting, LLC, dedicating full-time hours to each.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Citigroup Global Markets INC.Broker
State Registrations36 states
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