Damon F Friedman

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2016 → 10/2021
  Independent Financial Group
  San Diego, CA
• 03/2016 → 10/2016
  Unemployed
  San Diego, CA
• 10/2021 → Present
  Commonwealth Financial Network
  San Diego, CA

Previous Registrations

• 2016-10-17 → 2021-10-15
  Independent Financial Group, Llc
  San Diego, CA
• 2012-08-13 → 2016-03-31
  Kestra Investment Services, Llc
  San Diego, CA

Other Businesses

1. Co-owner, Caliber Pacific Construction, general contractor; Located at 29344 Lake Hills Dr., Romoland, CA 92585; as of 01/14/2016; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related. 2. Co-Owner of rental property located in Murrieta, CA, as of 07/01/2017; 0% time spent during business hours; Not conducted at branch location; Investment related. 3. Co-Owner of rental property located in Murietta, CA, as of 02/01/2021; 0% time spent during business hours; Not conducted at branch location; Investment related. 4. Owner of rental property located in Romoland, CA, as of 10/01/2017; 0% time spent during business hours; Not conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-10

Designations

• Certified Financial Planner