Damon
Francis
City National Securities, Inc
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About this Advisor
Damon Francis is a financial advisor based in Irvine, California, working with City National Securities, Inc. Damon has previously held positions at Union Bank, Unionbanc Investment Services, City National Securities, Inc, and City National Bank. Damon has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Damon is part of City National Securities, Inc, which operates out of Irvine, California. The firm has 18 offices and 47 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at City National Securities, Inc includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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City National Securities, Inc Brokerage Details
$1,490,186,713
47
2,126
$700,934
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Damon Francis Work History
City National Securities, Inc
City National Bank
Union Bank
Unionbanc Investment Services
Disclosures
Please visit the SEC profile of Damon Francis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at City National Securities, Inc
Los Angeles, CA
Beverly Hills, CA
Beverly Hills, CA
New York, NY
New York, NY
Santa Barbara, CA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
