Jordan Duvall
Jordan Duvall is a registered investment advisor at LPL Financial LLC, based in Bartlesville, OK, with 3 years of industry experience. Jordan 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
1821 SE Washington Blvd, Bartlesville, OK, 74006
Get directionsHistory
Regulatory History (1)
Criminal
November 2011Other Business ActivitiesSells Insurance
Jordan is associated with Hood & Associates CPAs PC and Hood Financial Group, Inc, both DBAs for LPL business, dedicating full-time hours to each. Jordan also engages in non-variable insurance activities through Jordan DuVall-NVI, also dedicating full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations4 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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