Jonathan Duggan (CRD# 4489592) is an Investment Advisor Representative working at Trg Advisors, Inc. in Alpharetta, GA and has over 21 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trg Advisors, Inc. | Alpharetta, GA | Jul 2018 - Current | 5 |
| Touchstone Retirement Group | Amherst, NY | Jan 2012 - Current | 12 |
| Trg Advisors, Inc. | Alpharetta, GA | Aug 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2009 |
- GA
-
Total Assets Under Management421MILLIONS
-
Total Number of Accounts191ACCOUNTS
-
Average Account Value$2,205,624
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, GA, NY, TX
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