DP
DP

Damon Paull

7 Years of Experience
Glen Allen, VA
BrokerSells Insurance

Damon Paull is a registered investment advisor, based in Glen Allen, VA, with 7 years of industry experience.

Location

140 Eastshore Dr, Suite 105, Glen Allen, VA, 23059

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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 ActivitiesSells Insurance

Damon is involved in several outside business activities, including community outreach, authoring books, working as a Legal Shield associate, and serving as a partner and CMO at an accounting firm. He also owns rental property, Llave Consultants LLC, and is involved with Totus Business Solutions LLC, which offers group life and health insurance.

Employment History
Current Registrations
Cetera Investment Services LLCBroker
June 2024 - Present · 1 yr 11 mos
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Cetera Advisors LLC
May 2022 - March 2024 · 1 yr 10 mos
Cetera Advisors LLCBroker
December 2021 - June 2024 · 2 yrs 6 mos
Equitable Advisors, LLCBroker
January 2019 - December 2021 · 2 yrs 11 mos
State Registrations8 states
FLGAMEMONCNMTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Damon Paull - Financial Advisor | TrueAdvisor