Joseph Durney is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Wilmington, DE, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1013 Centre Rd, Ste 229, Wilmington, DE, 19805
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph has ownership stakes in Beartooth Investments LLC (DBA Heirloom Wealth Advisors), Beartooth Acquisitions LLC (DBA Murphy Wealth Management, LLC), and Heirloom Affiliate Management LLC. He dedicates full-time hours to Beartooth Investments and about 10-20% of his time to Heirloom Affiliate Management LLC.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations27 states
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