Joseph Duke (CRD# 2254509) is an Investment Advisor Representative working at Duke Financial Services in Hamilton, OH and has over 31 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Duke Financial Services | Hamilton, OH | Apr 1993 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2003 |
- OH
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts63ACCOUNTS
-
Average Account Value$154,771
- 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
OH
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