John Duval (CRD# 1338268) is an Investment Advisor Representative working at Kelly & Associates, LLC in Manchester, ME and has over 39 years of experience in the finance industry.
CRD# 5157367
Lpl Financial LLC
CRD# 5687257
Ameriprise Financial Services, LLC
CRD# 2029066
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kelly & Associates, LLC | West Palm Beach, FL | Mar 2015 - Current | 9 |
| John Duval Associates | Red Hook, NY | Sep 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1985 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2006 |
- ME
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts51ACCOUNTS
-
Average Account Value$180,415
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, ME
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