Damon Ficklin (CRD# 4720164) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has over 19 years of experience in the finance industry.
CRD# 2380973
Morgan Stanley
CRD# 1747537
Aft, Forsyth And Company, Inc.
CRD# 2671374
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Polen Capital Management, LLC | Boca Raton, FL | Oct 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2004 |
- FL
- TX
-
Total Assets Under Management43,239MILLIONS
-
Total Number of Accounts3,397ACCOUNTS
-
Average Account Value$12,728,571
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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