Kara DuckworthCRD Number: 3028626
Current Firm: Mercer Global Advisors Inc.
Kara Duckworth (CRD# 3028626) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Newport Beach, CA and has over 23 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.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Mercer Global Advisors Inc.||Newport Beach, CA||Mar 2019 - Current||3|
|Mercer Global Advisors Inc.||Newport Beach, CA||Apr 2017 - Mar 2019||1|
|Duckworth Wealth Advisors, Inc.||Newport Beach, CA||Nov 2013 - Mar 2017||3|
|Duckworth Mehner Private Wealth Advisors, Inc.||Costa Mesa, CA||Aug 1998 - Nov 2013||15|
|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 Management34,012MILLIONS
Total Number of Accounts61,972ACCOUNTS
Average Account Value$548,821
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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