Duane Borcherding, financial advisor Dublin OH
96 score

Duane Borcherding

CRD Number: 4454696
Current Firm: Eagle Strategies LLC

Duane Borcherding (CRD# 4454696) is an Investment Advisor Representative working at Eagle Strategies LLC in Dublin, OH and has over 14 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Eagle Strategies LLC Dublin, OH Oct 2013 - Current 3
Nylife Securities LLC Dublin, OH Dec 2011 - Current 5
New York Life Dublin, OH Dec 2011 - Current 5
Unemployed Westerville, OH Mar 2011 - Dec 2011 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Oct 2001 - Feb 2011 9
Northwestern Mutual Investment Services,llc Milwaukee, WI Oct 2001 - Feb 2011 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
Contact Info for Duane A. Borcherding
Phone Number: (888) 695-3245
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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