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Distance Only Edmond, OK
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Damon is an Investment Advisor at ChappelWood Financial Services in Edmond, OK and brings his non-profit experiences to help clients preserve their legacies.
As a Certified Fund Raising Executive, Damon served families and non-profit organizations for 12 years as a charitable gift planner. Through that work, he came to believe that passing on values is just as important as passing on assets, and that proper planning can solve many of the issues high net worth families experience when it comes to money.
He chose to expand his service to comprehensive financial planning and investment advisement,...
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Anthony Manning (CRD# 1514797) is an Investment Advisor Representative working at Lpl Financial LLC in Edmond, OK and has over 37 years of experience in the finance industry.
Steven Manuel (CRD# 3030904) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Edmond, OK and has over 15 years of experience in the finance industry.
Robert Markle (CRD# 2172400) is an Investment Advisor Representative working at Principal Securities, Inc. in Edmond, OK and has over 32 years of experience in the finance industry.
Richard Marshall (CRD# 2636708) is an Investment Advisor Representative working at Lpl Financial LLC in Edmond, OK and has over 23 years of experience in the finance industry.
Drew Mc Garraugh (CRD# 4634209) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Edmond, OK and has over 21 years of experience in the finance industry.
Royse McCasland (CRD# 4222941) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has over 12 years of experience in the finance industry.
Jared McCoy (CRD# 5759068) is an Investment Advisor Representative working at Edward Jones in Edmond, OK and has over 13 years of experience in the finance industry.