Dara Duane, financial advisor Walnut Creek CA
93 score

Dara Duane

CRD Number: 2973175
Current Firm: Stancorp Investment Advisers, Inc.

Dara Duane (CRD# 2973175) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Walnut Creek, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Standard Retirement Services Atlanta, GA Jan 2010 - Current 6
Stancorp Equities, Inc. Atlanta, GA Jan 2009 - Current 7
Stancorp Investment Advisers, Inc. Atlanta, GA Jan 2009 - Current 7
Princor San Rafael, CA Apr 2007 - Jan 2009 1
Principal Financial San Rafael, CA Feb 2007 - Jan 2009 1
Charles Schwab & Company, Inc. San Francisco, CA Feb 2004 - Feb 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2004
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Dara Duane
Phone Number: 971-321-8844
Firm Website: http://www.standard.com
Registered State(s):
  • AL
  • FL
  • LA
  • MS
  • SC
  • TX
  • GA
By the Numbers
  • Total Assets Under Management
    15,404
    MILLIONS
  • Total Number of Accounts
    40,368
    ACCOUNTS
  • Average Account Value
    $381,589
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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