Dara
Duane

Stancorp Investment Advisers, Inc

CRD#2973175
Investment Advisor
in Alpharetta, GA

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About this Advisor

Dara Duane is a financial advisor based in Alpharetta, Georgia, working with Stancorp Investment Advisers, Inc. Dara has previously held positions at Stancorp Equities, Inc, Stancorp Investment Advisers, Inc, and Standard Retirement Services. Dara has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Georgia and Texas. Currently, Dara is part of Stancorp Investment Advisers, Inc, which operates out of Alpharetta, Georgia. The firm has 1 office and 112 employees. The firm manages assets totaling $34.4 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. The fee structure at Stancorp Investment Advisers, Inc includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66

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

Alpharetta, GA

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Stancorp Investment Advisers, Inc Brokerage Details

Total Assets Under Management

$34,385,256,113

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

112

GA Average: 50
Total Number of Accounts

126,310

GA Average: 1,309
Average Account Size

$272,229

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

2010 - Present (14 years)

Standard Retirement Services

2009 - Present (15 years)

Stancorp Equities, Inc

2009 - Present (15 years)

Stancorp Investment Advisers, Inc

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

Kyle Worley
Portland, OR
James Mcdowell
Portland, OR
Rian Clark
Portland, OR
Albert Maixner
Portland, OR
John Lavin
Portland, OR
Bradley Weber
Denver, CO
Taylor Smith
Portland, OR
Douglas Corra
Portland, OR

The content in this profile was updated by SmartAsset on 6/19/2024. 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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