Adam Duey
Adam Duey is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Henderson, TX, with 27 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
500 Angela Lane, Henderson, TX, 75654
Get directionsHistory
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.
Exams
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