John Duke, financial advisor Tonawanda NY
93 score

John Duke

CRD Number: 5561653
Current Firm: Wilbanks Securities Advisory

John Duke (CRD# 5561653) is an Investment Advisor Representative working at Wilbanks Securities Advisory in Tonawanda, NY and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wilbanks Securities, Inc. Oklahoma City, OK Jan 2010 - Current 6
Wilbanks Securities Advisory Oklahoma City, OK Jan 2010 - Current 6
Self Employed Tonowanda, NY Dec 2007 - Current 9
Invest Financial Corporation Williamsville, NY Jul 2008 - Dec 2009 1
Nazareth Lutheran Church Buffalo, NY Aug 2004 - Dec 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for John D. Duke
Phone Number: 405-842-0202
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    121
    MILLIONS
  • Total Number of Accounts
    810
    ACCOUNTS
  • Average Account Value
    $149,383
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, LA, MD, MO, NC, NH, NJ, NM, NV, NY, OK, OR, PA, SC, TN, TX, UT, VA, VT, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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