Dara Duane (CRD# 2973175) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Alpharetta, GA and has over 19 years of experience in the finance industry.
CRD# 3147258
Avantax Advisory Services
CRD# 3154271
Morgan Stanley
CRD# 2849485
Money Concepts Advisory Service
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Standard Retirement Services | Atlanta, GA | Jan 2010 - Current | 14 |
| Stancorp Equities, Inc. | Atlanta, GA | Jan 2009 - Current | 15 |
| Stancorp Investment Advisers, Inc. | Atlanta, GA | Jan 2009 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2004 |
| S66 | NASAA Uniform Combined State Law Examination | May 2007 |
- GA
- TX
-
Total Assets Under Management34,385MILLIONS
-
Total Number of Accounts126,310ACCOUNTS
-
Average Account Value$272,229
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.