Damian J. Dufour
Professional summary
Damian Jacques Dufour, who also goes by Damian J Dufour, Damian Dufour, is a registered financial advisor currently at FIDUCIARY BENEFITS GROUP located in San Diego, California.
Damian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Damian has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Damian Jacques Dufour's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 11, 2023 - Present
FIDUCIARY BENEFITS GROUP
December 2, 2021 - May 12, 2023
WEALTHSPIRE RETIREMENT ADVISORY
January 30, 2015 - December 1, 2021
REILLY FINANCIAL ADVISORS
November 1, 2013 - February 2, 2015
WELLS FARGO CLEARING SERVICES, LLC
November 1, 2013 - February 2, 2015
WELLS FARGO CLEARING SERVICES, LLC
May 28, 2008 - November 4, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 20, 2008 - November 4, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 20, 2007 - January 30, 2008
FARMERS FINANCIAL SOLUTIONS, LLC
Primary Firm SEC Registration
FIDUCIARY BENEFITS GROUP
CRD#: 326204 / SEC#: 801-127947
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/11/2023)
(8/21/2023)
Exams
Current Firm
FIDUCIARY BENEFITS GROUP
CRD#: 326204 / SEC#: 801-127947
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 347 |
| AUM (Assets Under Management) | $ 843,444,052 |
Red Flags
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