Joseph Duran (CRD# 5422057) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Fort Collins, CO and has over 14 years of experience in the finance industry.
CRD# 4737171
Edward Jones
CRD# 4578630
Wealth Advisors Network, Inc.
CRD# 2070613
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Moors Cabot Inc. | Fort Collins, CO | Jan 2024 - Current | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2021 - Current | 3 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2021 - Jan 2024 | 3 |
| Woodbury Financial Services, Inc. | Greeley, CO | Mar 2019 - Dec 2020 | 1 |
| Woodbury Financial Services, Inc. | Greeley, CO | Mar 2019 - Dec 2020 | 1 |
| Questar Capital Corporation | Minneapolis, MN | Sep 2018 - Mar 2019 | < 1 |
| Questar Asset Management | Minneapolis, MN | Sep 2018 - Mar 2019 | < 1 |
| Ubs | Fort Collins, CO | May 2014 - Sep 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2010 |
- CO
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Total Assets Under Management2,492MILLIONS
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Total Number of Accounts4,119ACCOUNTS
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Average Account Value$605,094
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
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