Gina Duryea
Gina Duryea is a registered investment advisor at Osaic Wealth, INC., based in Evergreen, CO, with 34 years of industry experience. Gina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Evergreen, CO
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Regulatory History (1)
Customer Dispute
June 2007Other Business ActivitiesSells Insurance
Gina sells fixed insurance products, including fixed annuities, life insurance, and LTC, dedicating minimal time to this activity. She also owns Coco Financial for tax advantages and runs a travel blog/vlog, while spending about a quarter of her time assisting with election signature verification.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Pension Planners Securities, INC.
Pension Planners Securities, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.