Ronan DugganCRD Number: 3180114
Current Firm: Advice And Planning Services
Ronan Duggan (CRD# 3180114) is an Investment Advisor Representative working at Advice And Planning Services in Stamford, CT and has over 16 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Tiaa||Stamford, CT||Jan 2007 - Current||10|
|Tiaa-cref Individual & Institutional Services, LLC||Stamford, CT||Jan 2007 - Current||10|
|Denver Public Schools||Denver, CO||Aug 2006 - Jan 2007||< 1|
|State Farm Vp Management Corp||Greenwood Village, CO||Apr 2002 - Aug 2006||4|
|Vicki Benson, State Farm Agent||Glenwood Village, CO||Aug 2001 - Aug 2006||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2013|
|S63||Uniform Securities State Law Examination||May 2000|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV