Richard Durkee (CRD# 2090391) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Charleston, SC and has over 33 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Advisor Alliance | Charlotte, NC | May 2023 - Current | < 1 |
| Fusion Capital Management | Dallas, TX | Jan 2019 - Current | 5 |
| Precision Capital Management | Coppell, TX | Apr 2015 - May 2023 | 8 |
| Coastal Financial Planning Group, LLC | Charleston, SC | May 2006 - May 2023 | 17 |
| Horter Investment Management, LLC | Charleston, SC | Dec 2011 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1991 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2011 |
- SC
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Total Assets Under Management12,827MILLIONS
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Total Number of Accounts52,309ACCOUNTS
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Average Account Value$245,214
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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