John DukeCRD Number: 5561653
Current Firm: H.d. Vest Advisory Services, Inc.
John Duke (CRD# 5561653) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Tonawanda, NY and has over 9 years of experience in the finance industry.
Level Financial Advisors, Inc.
Park Avenue Securities LLC
Linwood Investment Advisors Inc.
|Hd Vest Insurance Agency, Inc.||Irving, TX||Aug 2017 - Current||< 1|
|Hd Vest Investment Services||Tonawanda, NY||Aug 2017 - Current||< 1|
|Hd Vest Advisory Services||Tonawanda, NY||Aug 2017 - Current||< 1|
|St John Lutheran Church||Youngstown, NY||Jan 2017 - Current||1|
|Concordia Lutheran Church||Newfane, NY||Aug 2013 - Current||4|
|Concordia Seminary||St. Catharines,||Feb 2006 - Current||12|
|Wilbanks Securities Advisory||Oklahoma City, OK||Jan 2010 - Jul 2017||7|
|Wilbanks Securities, Inc.||Oklahoma City, OK||Jan 2010 - Jul 2017||7|
|Christ Lutheran Church||St Catharines,||Sep 2011 - Dec 2016||5|
|Invest Financial Corporation||Williamsville, NY||Jul 2008 - Dec 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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