Dara
Duane

Stancorp Investment Advisers, Inc

CRD#2973175
Investment Advisor
in Atlanta, GA

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About this Advisor

Dara Duane is a financial advisor operating out of Atlanta, Georgia who has 10 years of industry experience. Duane works at Stancorp Investment Advisers, Inc. Their career trajectory has included roles at Stancorp Equities, Inc, Stancorp Investment Advisers, Inc and Standard Retirement Services. Duane holds Series 63 and Series 66 licenses, certifying them as a securities representative, and can serve investors in Georgia and Texas. Stancorp Investment Advisers, Inc is a firm based in Portland, OR. It has a total of 82 financial advisors. It controls $16 billion in assets under management across its 116,850 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 146 charitable organizations. Stancorp Investment Advisers, Inc has a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. A financial advisor's fees depend on which services are provided. Fees billed by Stancorp Investment Advisers, Inc likely include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

1 Glenlake Pwky Suite 925
Atlanta, GA 30328

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Stancorp Investment Advisers, Inc Brokerage Details

Total Assets Under Management

$16,214,303,154

GA Average: $1,120,203,312
Total Number of Employees

82

GA Average: 50
Total Number of Accounts

116,850

GA Average: 1,309
Average Account Size

$138,762

GA Average: $855,770

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Dara Duane Work History

Dara has been registered as a financial advisor for 10 years.*

2010 - Present (14 years)

Standard Retirement Services

2009 - Present (15 years)

Stancorp Equities, Inc

2009 - Present (15 years)

Stancorp Investment Advisers, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Dara Duane to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stancorp Investment Advisers, Inc

Sarah Mahalic
Portland, OR
Janic Hoyuela
Mandeville, LA
Ekaterina Sheliga
Portland, OR
Douglas Corra
Cincinnati, OH
Travis Fossati
North Bend, WA
Kyle Worley
Portland, OR
Rian Clark
Portland, OR
Natalie Gentry
Walnut Creek, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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