Michael DuckworthCRD Number: 3163945
Current Firm: Duckworth Wealth Advisors, Inc.
Michael Duckworth (CRD# 3163945) 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.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|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 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)