Kurt Dupuis (CRD# 5824651) is an Investment Advisor Representative working at Root Wealth Management in Decatur, GA and has over 13 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Root Wealth Management LLC | Decatur, GA | Mar 2024 - Current | < 1 |
| Touchstone Securities | Cincinnati, OH | Apr 2017 - Mar 2024 | 6 |
| Ifs Financial Services | Cincinnati, OH | Apr 2017 - Mar 2024 | 6 |
| Federated Global Investment Management Corp | New York, NY | Jan 2011 - Mar 2017 | 6 |
| Federated Mdta LLC | Boston, MA | Sep 2010 - Mar 2017 | 6 |
| Federated Securities Corp | Pittsburgh, PA | Jul 2010 - Mar 2017 | 6 |
| Federated Investors Inc. | Pittsburgh, PA | Jul 2010 - Mar 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2010 |
- GA
- LA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
GA, LA
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