R DurfeeCRD Number: 6993267
Current Firm: Prudential Financial Planning Services
R Durfee (CRD# 6993267) is an Investment Advisor Representative working at Prudential Financial Planning Services in Saint Louis Park, MN and has over 4 years of experience in the finance industry.
Cetera Advisor Networks LLC
Thrivent Advisor Network, LLC
Wealth Enhancement Advisory Services, LLC
|Prudential Insurance Company Of America||St Louis Park, MN||Nov 2018 - Current||4|
|Pruco Securities, LLC||St. Louis Park, MN||Jul 2018 - Current||4|
|Domino's Pizza||Little Falls, MN||Nov 2017 - Current||5|
|Countywide||Little Falls, MN||Sep 2006 - Current||16|
|Department Of Employment & Economic Development||St. Cloud, MN||Jan 2009 - Apr 2017||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2018|
|S65||NASAA Investment Advisors Law Examination||May 2019|
Total Assets Under Management14,969MILLIONS
Total Number of Accounts92,200ACCOUNTS
Average Account Value$162,356
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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