Jon Duane (CRD# 7891206) is an Investment Advisor Representative working at Brock Hill Private Advisors in Newton, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hoye & Duane, Pc | Quincy, MA | Apr 2018 - Current | 6 |
| Thomas F Williams And Associates | Quincy, MA | Jun 2013 - Apr 2018 | 4 |
- MA
-
Total Assets Under Management40MILLIONS
-
Total Number of Accounts87ACCOUNTS
-
Average Account Value$456,290
- A percentage of assets under your management
- Hourly charges
- 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
MA
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