Beth Duffy, financial advisor Canton CT

Beth Duffy

CRD Number: 5735407
Current Firm: Edward Jones

Beth Duffy (CRD# 5735407) is an Investment Advisor Representative working at Edward Jones in Canton, CT and has over 11 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Edward Jones St Louis, MO Jan 2013 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Beth L. Duffy
Phone Number: 314-515-2000
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, WY

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