Adam Duey
Adam Duey is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Henderson, TX, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
500 Angela Lane, Henderson, TX, 75654
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Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Adam owns a ranch, Duey Financial Group LLC (offering securities and investment advice), real estate with his wife, Arden Jack Ranch, and Graze Cattle Company. He also sells insurance products through Duey Financial Group LLC and serves as a board member for Henderson Memorial Hospital Foundation and HEDCO-Henderson Economic Development Corporation.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Cri Securities, LLC
Securian Financial Services, INC.
Marathon Advisors, INC
Securian Financial Services, INC.
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
State Registrations13 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.