Timothy DugganCRD Number: 6820035
Current Firm: Stratos Wealth Advisors LLC
Timothy Duggan (CRD# 6820035) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Rockland, MA and has over 5 years of experience in the finance industry.
Artemis Financial Advisors
Fuller Brook Financial Partners, LLC
Fidelity Personal And Workplace Advisors
|Stratos Wealth Advisors, LLC||Rockland, MA||Apr 2019 - Current||4|
|Bank Of America, N.a.||Hingham, MA||Feb 2018 - Current||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Hingham, MA||Jun 2017 - Current||6|
|Fairfield University||Fairfield, CT||Sep 2016 - May 2017||< 1|
|Fairfield University||Fairfield, CT||Nov 2015 - Mar 2017||1|
|Equity Residential||Boston, MA||Jun 2016 - Aug 2016||< 1|
|Fairfield University||Fairfield, CT||Sep 2015 - May 2016||< 1|
|North Bridge||Waltham, MA||Dec 2015 - Jan 2016||< 1|
|Fairfield University||Fairfield, CT||Sep 2012 - Jun 2015||2|
|Spring Valley Country Club||Sharon, MA||Jun 2010 - Aug 2014||4|
|Palace Entertainment Holdings||Calverton, NY||Jun 2014 - Jul 2014||< 1|
|Honeybaked Ham||Norwood, MA||Dec 2013 - Jan 2014||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2017|
Total Assets Under Management3,549MILLIONS
Total Number of Accounts12,212ACCOUNTS
Average Account Value$290,650
- 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
- Selection of other advisers (including private fund managers)
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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