Elizabeth DufloCRD Number: 6186843
Current Firm: Morgan Stanley
Elizabeth Duflo (CRD# 6186843) is an Investment Advisor Representative working at Morgan Stanley in Dallas, TX and has over 3 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Morgan Stanley||Dallas, TX||Jun 2015 - Current||1|
|Morgan Stanley||Dallas, TX||Jul 2014 - Feb 2015||< 1|
|Unemployed||Dallas, TX||Mar 2014 - Jul 2014||< 1|
|Axa Advisors, LLC||Syracuse, NY||Apr 2013 - Mar 2014||< 1|
|Pascale Wine Bar And Restaurant||Fayetteville, NY||Sep 2012 - Apr 2013||< 1|
|Unemployed||Dallas, TX||Dec 2011 - Aug 2012||< 1|
|Ted's Montana Grill||Tallahassee, FL||Sep 2009 - Nov 2011||2|
|Talquin Electric Cooperative, Inc.||Quincy, FL||May 2009 - Jul 2009||< 1|
|Aerotek||Tallahassee, FL||Sep 2008 - May 2009||< 1|
|University Of The South||Sewanee, TN||Aug 2004 - Aug 2008||4|
|Deep South Insurance||Dallas, TX||Dec 2007 - Jan 2008||< 1|
|J Crew||Dallas, TX||Oct 2006 - Dec 2007||1|
|Independent Insurance Agents Of Dallas||Dallas, TX||Jun 2007 - Aug 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.