Andrea Duke is a registered investment advisor, based in Tulsa, OK, with 23 years of industry experience.
Location
6660 S Sheridan Rd, Suite 205, Tulsa, OK, 74133
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrea is an insurance agent with Various Cambridge Approved Insurance Agents since 2009, dedicating minimal time. She also owns Focused Wealth Planning Inc. since 2011, works as an advisory rep of a RIA with CIRA since 2009, and is an owner of Northstar Wealth Management LLC since 2024, dedicating full-time hours to both Focused Wealth Planning and CIRA, and a few hours per week to Northstar.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Edward JonesBroker
State Registrations11 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.