Damon Taylor, Awma, Aams

Damon Taylor, Awma, Aams Email and Phone Number

Your Future is Our Focus @ Strategic Portfolio Solutions, LLC
addison, texas, united states
Damon Taylor, Awma, Aams's Location
Addison, Texas, United States, United States
Damon Taylor, Awma, Aams's Contact Details

Damon Taylor, Awma, Aams phone numbers

About Damon Taylor, Awma, Aams

Strategic Portfolio Solutions LLC (SPS) is a veteran owned independent registered investment advisor that helps individuals and families build wealth and achieve financial security.SPS offers private investors the financial planning, asset management services, experience and expertise expected when it comes to handling their money and financial dreams. SPS combines these services with a dedication to the highest quality personal service and professionalism.As our clients’ fiduciary, we are ethically and legally required to only act in our clients’ best interests. As advisors registered under the Investment Advisor Act of 1940, we are held to a higher fiduciary standard rather than a stockbroker’s “suitability” test.SPS works with TD Ameritrade Institutional as a strategic partner and as the custodian for our clients’ funds.

Damon Taylor, Awma, Aams's Current Company Details
Strategic Portfolio Solutions, LLC

Strategic Portfolio Solutions, Llc

View
Your Future is Our Focus
addison, texas, united states
Website:
investsps.com
Employees:
2
Damon Taylor, Awma, Aams Work Experience Details
  • Strategic Portfolio Solutions, Llc
    President/ Financial Advisor
    Strategic Portfolio Solutions, Llc May 2011 - Present
    Addison, Texas
    For over twenty-five years Damon Taylor has advised clients on their investment and insurance strategies.Damon began his career in 1992 with Paul Revere Financial Services in Oklahoma City, and then in 1995 completed the extensive Account Executive training at Morgan Stanley Dean Witter in New York. Damon spent over 11 years advising clients and constructing portfolios as a Vice President at Charles Schwab and Co.,In May of 2011, Damon established Strategic Portfolio Solutions LLC, an Independent Registered Investment Advisory (RIA) firm, and partnered with TD Ameritrade as the firms’ custodian for our clients’ assetThis website is solely for informational purposes. No advice may be rendered by Strategic Portfolio Solutions, LLC unless a client service agreement is in place.
    View
  • Texas Financial Resources
    Financial Advisor
    Texas Financial Resources Jan 2010 - Mar 2011
    Portfolio Management and Family Financial Planning Registered Representative of WFG, Securities offered through WFG Investments, Inc. (WFG), Member FINRA/SIPC
  • Charles Schwab
    Financial Consultant
    Charles Schwab Jan 1998 - Oct 2009
    View
  • United States Marine Corps Reserve
    Platoon Sergeant
    United States Marine Corps Reserve Mar 2002 - Aug 2007
    Combat Veteran - Operation Iraqi Freedom 2005-2006Final Rank - E-6 Staff Sergeant
  • Fsc Securities Corporation/Mid First Bank
    Investment Consultant
    Fsc Securities Corporation/Mid First Bank Jan 1997 - Jan 1998
  • Morgan Stanley Dean Witter
    Account Executive
    Morgan Stanley Dean Witter Jan 1995 - Jan 1996
    View
  • United States Marine Corps Reserves
    Sergeant
    United States Marine Corps Reserves Nov 1987 - Nov 1995
    Combat Veteran - Operation Desert Shield/Desert Storm 1990-1991
    View
  • Paul Revere Financial Services
    Insurance Agent
    Paul Revere Financial Services Jan 1992 - Jan 1995

Damon Taylor, Awma, Aams Skills

Series 7 Wealth Management Portfolio Management Retirement Planning Investments Estate Planning Strategic Financial Planning Asset Managment Series 63 Risk Management Investment Advisory Asset Allocation Securities Mutual Funds Investment Strategies Series 65 Financial Analysis Alternative Investments Wealth Insurance Financial Planners Life Insurance Asset Management Finra Finance Wealth Management Services Retirement Financial Services Financial Advisory Fixed Annuities 401k Investment Management Financial Risk Iras Wealth Accumulation Personal Finance Strategy Etfs High Net Worth Individuals Financial Planning Management

Damon Taylor, Awma, Aams Education Details

Frequently Asked Questions about Damon Taylor, Awma, Aams

What company does Damon Taylor, Awma, Aams work for?

Damon Taylor, Awma, Aams works for Strategic Portfolio Solutions, Llc

What is Damon Taylor, Awma, Aams's role at the current company?

Damon Taylor, Awma, Aams's current role is Your Future is Our Focus.

What is Damon Taylor, Awma, Aams's direct phone number?

Damon Taylor, Awma, Aams's direct phone number is (214) 269*****

What schools did Damon Taylor, Awma, Aams attend?

Damon Taylor, Awma, Aams attended The University Of Texas At Dallas, Southern Methodist University, College For Financial Planning, College Of Financial Planning, Putnam City, Putnam City.

What skills is Damon Taylor, Awma, Aams known for?

Damon Taylor, Awma, Aams has skills like Series 7, Wealth Management, Portfolio Management, Retirement Planning, Investments, Estate Planning, Strategic Financial Planning, Asset Managment, Series 63, Risk Management, Investment Advisory, Asset Allocation.

Who are Damon Taylor, Awma, Aams's colleagues?

Damon Taylor, Awma, Aams's colleagues are Charles Johnson, Nancy Hetrick Cdfa, Maff.

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