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Darlene Sue Duncan

WEALTHTRUST ASSET MANAGEMENT, LLC·DESTIN, Florida
Series 7, Series 5, Series 65, Series 63Clean recordWEALTHTRUST ASSET MANAGEMENT, LLC
4458 LEGENDARY DR., DESTIN, FL 32541CRD# 728362Firm CRD# 174901

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Darlene Sue Duncan · DESTIN, FL
Registration
CRD #728362 · WEALTHTRUST ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Darlene Sue Duncan is a registered financial advisor based in DESTIN, Florida, affiliated with WEALTHTRUST ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WEALTHTRUST ASSET MANAGEMENT, LLC
WEALTHTRUST ASSET MANAGEMENT, LLC
AUM
$180M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at WEALTHTRUST ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 728362
Firm CRD# 174901
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Darlene Sue Duncan offer?
Darlene Sue Duncan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DESTIN, Florida for a consultation.
What are Darlene Sue Duncan's credentials?
Darlene Sue Duncan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Darlene Sue Duncan located?
Darlene Sue Duncan is based in DESTIN, Florida, working with WEALTHTRUST ASSET MANAGEMENT, LLC. Their office serves clients in the DESTIN metropolitan area and surrounding communities.
How does Darlene Sue Duncan charge for services?
Darlene Sue Duncan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHTRUST ASSET MANAGEMENT, LLC?
WEALTHTRUST ASSET MANAGEMENT, LLC has approximately 9 employees and manages $180M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTHTRUST ASSET MANAGEMENT, LLC

John Gerard Mchugh
DESTIN, FL
Shawn M Mchugh
DESTIN, FL

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Research
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