Duke Financial Services

Duke Financial Services (CRD# 133024) is a financial advisory firm headquartered in , . They manage $5,755,355 in 66 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Duke Financial Services
Showing 1 - 1 of 1 top financial advisors.
Joseph S. Duke
CRD#: 2254509
Hamilton, OH

Joseph Duke (CRD# 2254509) is an Investment Advisor Representative working at Duke Financial Services in Hamilton, OH and has over 24 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.