Thomas Dameron (CRD# 6439999) is an Investment Advisor Representative working at Alpha Capital Family Office, LLC in Greenwood Village, CO and has over 9 years of experience in the finance industry. Thomas Dameron has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 4675577
Syntrinsic LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alpha Capital Family Office, LLC | Centennial, CO | Mar 2020 - Current | 4 |
| Jackson National Life Distributors LLC | Denver, CO | Jan 2015 - Mar 2020 | 5 |
| Asu | Tempe, AZ | Jan 2005 - Dec 2014 | 9 |
| Z'tejas | Tempe, AZ | Jun 2011 - Nov 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2015 |
- CO
- TX
-
Total Assets Under Management140MILLIONS
-
Total Number of Accounts416ACCOUNTS
-
Average Account Value$337,092
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA, CO, ID, NE, NH, OR, TX
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