Brendan Duggan, financial advisor Phoenix AZ

Brendan Duggan

CRD Number: 3217260
Current Firm: Kestra Advisory Services, LLC

Brendan Duggan (CRD# 3217260) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Phoenix, AZ and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Investment Services, LLC Phoenix, AZ Sep 2021 - Current 2
Kestra Advisory Services LLC Phoenix, AZ Sep 2021 - Current 2
Wells Fargo Clearing Services, LLC Scottsdale, AZ Nov 2016 - Sep 2021 4
Wells Fargo Advisors, LLC Scottsdale, AZ Feb 2013 - Nov 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1999
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Brendan D. Duggan
Phone Number: 8445537872
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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