Kara DuckworthCRD Number: 3028626
Current Firm: Duckworth Wealth Advisors, Inc.
Kara Duckworth (CRD# 3028626) is an Investment Advisor Representative working at Duckworth Wealth Advisors, Inc. in Newport Beach, CA and has over 19 years of experience in the finance industry. Kara Duckworth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Duckworth Mehner Private Wealth Advisors, Inc.||Costa Mesa, CA||Aug 1998 - Current||19|
|Girard Securities||San Diego, CA||May 2004 - Dec 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2004|
|S66||NASAA Uniform Combined State Law Examination||Nov 1998|
Total Assets Under Management132MILLIONS
Total Number of Accounts147ACCOUNTS
Average Account Value$899,315
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)