Damon J. Wykrent

WYKRENT, DAMON

FLOWER MOUND, TX 75028

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CRD#: 4231487

Professional summary

Damon Joseph Wykrent, CFP® is a registered financial advisor currently at WYKRENT, DAMON located in Flower Mound, Texas.

Damon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Damon has worked at 6 firms and has passed the Series 66, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

10/2009: SOLE PROPRIETOR, CONSULTING AND EXPERT WITNESS ACTIVITIES; 80 HOURS PER WEEK; NOT INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Damon Joseph Wykrent's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

June 11, 2010 - Present

WYKRENT, DAMON

Office #1: 700 Parker Square, Suite 250, Flower Mound, TX 75028

RIA

CRD#: 153532

FLOWER MOUND, TX

Past

May 7, 2004 - December 31, 2005

LPL FINANCIAL LLC

RIA

CRD#: 6413

FLOWER MOUND, TX

Past

May 7, 2004 - December 31, 2005

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

January 5, 2004 - December 31, 2005

SAUNDERS AND ASSOCIATES

RIA

CRD#: 120544

FLOWER MOUND, TX

Past

September 1, 2001 - December 31, 2003

CARTER ADVISORY SERVICES, INC

RIA

CRD#: 116249

FLOWER MOUND, TX

Past

February 6, 2001 - May 19, 2004

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

August 18, 2000 - February 15, 2001

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(6/11/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/3/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/5/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/17/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WYKRENT, DAMON

CRD#: 153532 / SEC#:

Texas

Registered Investment Advisory firm - (6/9/2010 Approved)

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Contact information

Main Address

700 Parker Square, Suite 250, Flower Mound, TX 75028

Mailing Address

Phone number

(214) 208-2574

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	39
AUM (Assets Under Management)	$ 21,303,833

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Damon J. Wykrent

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Damon Joseph Wykrent's CRS (Customer Relationship Summary).

Certified licenses

Experience

WYKRENT, DAMON

LPL FINANCIAL LLC

LPL FINANCIAL LLC

SAUNDERS AND ASSOCIATES

CARTER ADVISORY SERVICES, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/3/2001

Series 7

Date: 3/5/2001

Series 6

Date: 8/17/2000

Current Firm

WYKRENT, DAMON

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WYKRENT, DAMON

TRUST BUT VERIFY

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