Gary Duell (CRD# 2510814) is an Investment Advisor Representative working at Duell Wealth Preservation in Portland, OR and has over 29 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Financial Advisory Services, LLC | Buffalo Grove, IL | Mar 2017 - Current | 7 |
| Gary Duell / Duell Wealth Preservation | Happy Valley, OR | Sep 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1994 |
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Total Assets Under Management4MILLIONS
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Total Number of Accounts26ACCOUNTS
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Average Account Value$147,763
- A percentage of assets under your management
- Hourly charges
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
OR
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