Blue Duck Wealth Management

Blue Duck Wealth Management (CRD# 281832) is a financial advisory firm headquartered in Roswell, GA. They serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
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.

AR, CA, CO, FL, GA, IL, IN, LA, MD, NC, PA, TN, TX, WA

Financial Advisors at Blue Duck Wealth Management
Showing 1 - 10 of 14 top financial advisors.
1
Frank O. Akridge
CRD#: 4242013
1145 Hembree Rd., Roswell, GA 30076
96
Wealthminder
score

Frank Akridge (CRD# 4242013) is an Investment Advisor Representative working at Blue Duck Wealth Management in Roswell, GA and has over 17 years of experience in the finance industry. Frank Akridge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jay N. Brown
CRD#: 2312356
1145 Hembree Rd., Roswell, GA 30076
93
Wealthminder
score

Jay Brown (CRD# 2312356) is an Investment Advisor Representative working at Blue Duck Wealth Management in Roswell, GA and has over 22 years of experience in the finance industry.

3
Frank Fernandez
CRD#: 2204725
1145 Hembree Rd., Roswell, GA 30076
93
Wealthminder
score

Frank Fernandez (CRD# 2204725) is an Investment Advisor Representative working at Blue Duck Wealth Management in Roswell, GA and has over 5 years of experience in the finance industry.

4
Ashok S. Ramji
CRD#: 2909430
4580 Klohanie Dr. Se #250, Issaquah, WA 98029
93
Wealthminder
score

Ashok Ramji (CRD# 2909430) is an Investment Advisor Representative working at Blue Duck Wealth Management in Issaquah, WA and has over 20 years of experience in the finance industry.

5
Terry A. White
CRD#: 5647858
3280 Nc 69, Ste 11d, Hayesville, NC 28904
93
Wealthminder
score

Terry White (CRD# 5647858) is an Investment Advisor Representative working at Blue Duck Wealth Management in Hayesville, NC and has over 9 years of experience in the finance industry.

6
Gordon S. Campbell
CRD#: 6374489
11495 North Pennsylvania Street Ste 235, Carmel, IN 46032
90
Wealthminder
score

Gordon Campbell (CRD# 6374489) is an Investment Advisor Representative working at Blue Duck Wealth Management in Carmel, IN and has over 3 years of experience in the finance industry.

7
Joseph Leva
CRD#: 6832311
Pob 2111, Pompano Beach, FL 33061
89
Wealthminder
score

Joseph Leva (CRD# 6832311) is an Investment Advisor Representative working at Blue Duck Wealth Management in Pompano Beach, FL and has over 2 years of experience in the finance industry.

8
Aric I. Walker
CRD#: 6773049
1145 Hembree Rd., Roswell, GA 30076
88
Wealthminder
score

Aric Walker (CRD# 6773049) is an Investment Advisor Representative working at Blue Duck Wealth Management in Roswell, GA and has 1 year of experience in the finance industry.

9
Justin A. Nelson
CRD#: 6899436
2700 Ridgeline Drive, G301, Corona, CA 92882
87
Wealthminder
score

Justin Nelson (CRD# 6899436) is an Investment Advisor Representative working at Blue Duck Wealth Management in Corona, CA and has 1 year of experience in the finance industry.

10
Danny C. Baird
CRD#: 1382394
Shreveport, LA
83
Wealthminder
score

Danny Baird (CRD# 1382394) is an Investment Advisor Representative working at Blue Duck Wealth Management in Shreveport, LA and has over 32 years of experience in the finance industry.

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