Michael DuckworthCRD Number: 3163945
Current Firm: Mercer Global Advisors Inc.
Michael Duckworth (CRD# 3163945) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Newport Beach, CA and has over 19 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Mercer Global Advisors Inc.||Newport Beach, CA||Apr 2017 - Current||< 1|
|Duckworth Wealth Advisors, Inc.||Costa Mesa, CA||Aug 1998 - Current||19|
|Duckworth & Mehner, LLP||Orange, CA||Dec 1994 - Nov 2013||18|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 1998|
Total Assets Under Management10,058MILLIONS
Total Number of Accounts23,813ACCOUNTS
Average Account Value$422,373
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- 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