Damon
Winter
Arbor Point Advisors
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About this Advisor
Damon Winter is a financial advisor based in Lake Oswego, Oregon, working with Arbor Point Advisors. Damon has previously held positions at Kms Financial Services, Inc, Securities America, Inc, Arbor Point Advisors, and Osaic Wealth, Inc. Damon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio and Oregon. Currently, Damon is part of Arbor Point Advisors, which operates out of Lake Oswego, Oregon. The firm has 147 offices and 2,643 employees. The firm manages assets totaling $6.9 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, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Arbor Point Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Arbor Point Advisors Brokerage Details
$6,929,575,682
2,643
28,010
$247,396
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Damon Winter Work History
Osaic Wealth, Inc
Securities America, Inc
Arbor Point Advisors
Kms Financial Services, Inc
Disclosures
Please visit the SEC profile of Damon Winter 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 Arbor Point Advisors
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