Mark Allen Damron

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 02/2000 → Present
  Lpl Financial Llc
  Louisville, KY

Other Businesses

1. 02/09/2009 - Damron Financial Planning - INV REL - Business Entity For Tax/Investment Purposes Only - Just used for commission. not held out to the public.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-07
• S63 Uniform Securities Agent State Law Examination
  1996-06-25

Designations

• Certified Financial Planner

Other Names

• Mark Allen Damron