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Damon Matthew King

Damon M. King

CHAPPELWOOD FINANCIAL SERVICES
Edmond, OK 73013
Some features on this profile are disabled
CRD#: 6546875
Damon Matthew King

Professional summary

Damon Matthew King, CFP®, who also goes by Damon Matthew Kin, is a registered financial advisor currently at CHAPPELWOOD FINANCIAL SERVICES located in Edmond, Oklahoma.

Damon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Damon has worked at 1 firm and has passed the Series 65 and Series 66 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Damon Matthew Kin

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Damon Matthew King'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: 2017

Experience

Current

October 16, 2015 - Present

CHAPPELWOOD FINANCIAL SERVICES

Office #1: Financial District Of Oklahoma 1725 E 15th Street, Edmond, OK 73013
RIA
CRD#: 134318
Edmond, OK

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
Oklahoma
(10/16/2015)
IAR
Texas
(6/13/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/28/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 11/4/2014
Uniform Combined State Law Examination

Current Firm

CF
CHAPPELWOOD FINANCIAL SERVICES
CHAPPELWOOD FINANCIAL SERVICES | CHAPPELWOOD INVESTMENT CORPORATION | CHAPPELWOOD FINANCIAL SERVICES CORP.

CRD#: 134318 / SEC#:

Oklahoma
Registered Investment Advisory firm - (3/4/2005 Approved)
Texas
Registered Investment Advisory firm - (6/12/2019 Approved)
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Contact information

Main Address
Financial District Of Oklahoma 1725 E 15th Street, Edmond, OK 73013
Mailing Address
Phone number
(405) 348-0909
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts662
AUM (Assets Under Management)$ 98,321,348

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.

Company Information

CHAPPELWOOD FINANCIAL SERVICES

CRD#: 134318Edmond, OK 73013

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