Damon Gregory Lee
Investment adviser representative at W.A. Smith Financial Group
14 yearsExperience
1 stateRegistered in
$1.2BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- W.A. Smith Financial GroupMar 2025 to now
- Mariner Wealth AdvisorsDec 2024 to Mar 2025
- Msec, LLCDec 2024 to Mar 2025
- Lincoln Financial Advisors CorporationSep 2020 to Nov 2024
- N/aAug 2019 to Sep 2020
- TD Bank GroupOct 2012 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
W.A. Smith Financial Group
Legal name: Great Lakes Retirement, Inc.
$1.2BAssets managed
1,669Clients
10Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7293506
- Firm CRD
- 146608