Unclaimed Profile

William Henry Damora

KB FINANCIAL PARTNERS, LLC·PRINCETON, New Jersey

SIE, Series 1, Series 6TO, Series 7, Series 22TO, Series 24, Series 63, Series 65CFP ChFCClean record24 years registeredKB FINANCIAL PARTNERS, LLC

214 CARNEGIE CENTER, PRINCETON, NJ 08540CRD# 809442Firm CRD# 119166

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Henry Damora · PRINCETON, NJ

Registration

CRD #809442 · KB FINANCIAL PARTNERS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

ONEDIGITAL

Sep 2022 – present

M HOLDINGS SECURITIES, INC.

Apr 2012 – present

M HOLDINGS SECURITIES, INC.

Sep 2013 – Feb 2024

Wall, NJ

KB FINANCIAL PARTNERS, LLC

Apr 2012 – Dec 2023

POINT PLEASANT BEACH, NJ

KINGSBRIDGE ADVISORS, LLC

Oct 2004 – Jun 2013

POINT PLEASANT BEACH, NJ

AXA ADVISORS, LLC

Jul 2002 – Apr 2012

PT. PLEASANT BEACH, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 6TO

Series 7

Series 22TO

Series 24

Series 63

Series 65

Registration record

First registered · July 30, 2002

Years registered · 24

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KB FINANCIAL PARTNERS, LLC

CRD 119166 · SEC 801-78199

AUM

$1.3B

Regulatory assets under management

Employees

1,175 client accounts

Services offered by KB FINANCIAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KB FINANCIAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does William Henry Damora offer?

William Henry Damora specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PRINCETON, New Jersey for a consultation.

What are William Henry Damora's credentials?

William Henry Damora holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Henry Damora located?

William Henry Damora is based in PRINCETON, New Jersey, working with KB FINANCIAL PARTNERS, LLC. Their office serves clients in the PRINCETON metropolitan area and surrounding communities.

How does William Henry Damora charge for services?

William Henry Damora's firm is compensated through percentage of aum, subscription fees, other: performance-based fees for certain private funds. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KB FINANCIAL PARTNERS, LLC?

KB FINANCIAL PARTNERS, LLC has approximately 17 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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