Unclaimed Profile

Kara Leigh Duckworth

DUCKWORTH WEALTH ADVISORS, INC.·NEWPORT BEACH, California

Series 7, Series 24, Series 63, Series 66Clean record15 years registeredDUCKWORTH WEALTH ADVISORS, INC.

1500 QUAIL STREET, NEWPORT BEACH, CA 92660CRD# 3028626Firm CRD# 108114

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kara Leigh Duckworth · NEWPORT BEACH, CA

Registration

CRD #3028626 · DUCKWORTH WEALTH ADVISORS, INC. · 15 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

May 2017 – present

DUCKWORTH WEALTH ADVISORS, INC.

Jun 2011 – Oct 2017

NEWPORT BEACH, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · June 14, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DUCKWORTH WEALTH ADVISORS, INC.

CRD 108114 · SEC 801-57574

AUM

$162M

Regulatory assets under management

Employees

110 client accounts

Services offered by DUCKWORTH WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DUCKWORTH WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Kara Leigh Duckworth offer?

Kara Leigh Duckworth specializes in Financial Planning, Investment Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Kara Leigh Duckworth's credentials?

Kara Leigh Duckworth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kara Leigh Duckworth located?

Kara Leigh Duckworth is based in NEWPORT BEACH, California, working with DUCKWORTH WEALTH ADVISORS, INC.. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Kara Leigh Duckworth charge for services?

Kara Leigh Duckworth's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DUCKWORTH WEALTH ADVISORS, INC.?

DUCKWORTH WEALTH ADVISORS, INC. has approximately 4 employees and manages $162M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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