John DugganCRD Number: 4361628
Current Firm: Arlen Wealth Management, LLC
John Duggan (CRD# 4361628) is an Investment Advisor Representative working at Arlen Wealth Management, LLC in Sarasota, FL and has over 20 years of experience in the finance industry.
Sage Wealth Consulting, LLC
Spire Wealth Management, LLC
|Arlen Wealth Management, LLC||Sarasota, FL||May 2009 - Current||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2010|
|S66||NASAA Uniform Combined State Law Examination||Jun 2002|
Total Assets Under Management63MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$15,689,527
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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