DK
CFP
DK
CFP

Damon Matthew King

10 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingInsurance PlanningRetirement PlanningHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
3 advisors
Number of Clients
152 clients
Average Client Portfolio
$647K average
Assets Under Management
$98.3M

Fee Structure

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Location

Financial District of Oklahoma, 1725 E 15th Street, Edmond, OK, 73013

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Damon is an adjunct faculty member at Francis Technology Center and teaches at other entities, providing adult financial education. He dedicates minimal time to this activity, approximately 2 hours per month.

Employment History
Current Registrations
Chappelwood Financial Services
October 2015 - Present · 10 yrs 4 mos
State Registrations2 states
OKTX
Advisor
Exams
No exam information available for this advisor.