Damon Jerome Drew
Advisor at LPL Enterprise — Troy, MI W Big Beaver Road
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
25 years
Location
Troy, MI 48084
LPL Enterprise
Institution
Damon Drew is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC., and Massachusetts Mutual Life Insurance Company. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.
Based on LPL Enterprise
Financial planning and consulting services flat fees typically range from $0 to $15,000, negotiated per client agreement.
Commission-based compensation is received through insurance sales and broker-dealer services, including commissions and trails on insurance products and brokerage transactions.
Financial planning and consulting services fees can be hourly, typically up to $500 per hour.
Fee-only: Financial planning and consulting services offered for flat fees ranging from $0 up to $15,000 or hourly fees up to $500 per hour, fees negotiated.
Troy, MI W Big Beaver Road
101 W Big Beaver Road, Suite 705
Troy MI 48084
Advisors at this office
77
Maryland · Michigan
25 years of industry experience
LPL Enterprise
2024 - Present • 2 years
Troy, MI
Prudential Insurance Company of America
2018 - Present • 8 years
Troy, MI
Pruco Securities, LLC.
2018 - 2024 • 6 years
Troy, MI
Unemployed
2018 - 2018 • 1 year
Detroit, MI
Massachusetts Mutual Life Insurance Company
2016 - 2018 • 2 years
Springfield, MA
Mass Mutual Investors Services
2016 - 2018 • 2 years
Southfield, MI
Primerica Advisors
2014 - 2014 • 1 year
Ameriprise
2010 - 2012 • 2 years
MI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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