Duell Wealth Preservation

Duell Wealth Preservation (CRD# 155326) is a financial advisory firm headquartered in , . They manage $3,841,842 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.garyduell.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $147,763
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Duell Wealth Preservation
Showing 1 - 1 of 1 top financial advisors.
1
Gary Duell, financial advisor Portland OR
Gary R. Duell
CRD#: 2510814
Portland, OR

Gary Duell (CRD# 2510814) is an Investment Advisor Representative working at Duell Wealth Preservation in Portland, OR and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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