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Claude Paul Duet

ASSET PLANNING SERVICES INC·COVINGTON, Louisiana
Series 65Clean record20 years registeredASSET PLANNING SERVICES INC
509 W. 21ST AVENUE, COVINGTON, LA 70433CRD# 4332316Firm CRD# 104715

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Claude Paul Duet · COVINGTON, LA
Registration
CRD #4332316 · ASSET PLANNING SERVICES INC · 20 years registered
Brand Profile
Not yet started
01

Career History

ASSET PLANNING SERVICES INC
May 2006 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 2, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ASSET PLANNING SERVICES INC
CRD 104715 · SEC 801-29419
AUM
$290M
Regulatory assets under management
Employees
5
579 client accounts
Services offered by ASSET PLANNING SERVICES INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ASSET PLANNING SERVICES INC →
Introduction

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Frequently Asked Questions

What services does Claude Paul Duet offer?
Claude Paul Duet specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COVINGTON, Louisiana for a consultation.
What are Claude Paul Duet's credentials?
Claude Paul Duet is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Claude Paul Duet located?
Claude Paul Duet is based in COVINGTON, Louisiana, working with ASSET PLANNING SERVICES INC. Their office serves clients in the COVINGTON metropolitan area and surrounding communities.
How does Claude Paul Duet charge for services?
Claude Paul Duet's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSET PLANNING SERVICES INC?
ASSET PLANNING SERVICES INC has approximately 5 employees and manages $290M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASSET PLANNING SERVICES INC

Keith Paul Duet
COVINGTON, LA

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Research
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