Darlene Duncan (CRD# 728362) is an Investment Advisor Representative working at Wealthtrust Asset Management, LLC in Destin, FL and has over 24 years of experience in the finance industry.
CRD# 1129757
Primerica Advisors
CRD# 1019803
&partners
CRD# 6492015
Blanken Management Corp
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Expressive Wealth LLC | Destin, FL | Mar 2024 - Current | < 1 |
| Coldwell Banker Real Estate | Destin, FL | Sep 2020 - Current | 3 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jan 2016 - Current | 8 |
| Wealthtrust Asset Management, LLC | Destin, FL | Apr 2015 - Mar 2024 | 8 |
| Wells Fargo Advisors LLC | Winchester, VA | Oct 1999 - Feb 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1999 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2007 |
- FL
- TX
-
Total Assets Under Management180MILLIONS
-
Total Number of Accounts657ACCOUNTS
-
Average Account Value$273,991
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, CO, FL, KS, KY, LA, MO, NE, NH, TN, TX, VA
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