David
Duggan

Brokers International Financial Services, LLC

CRD#1517144
Investment Advisor
in Altoona, IA

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About this Advisor

David Duggan is a financial advisor based in Altoona, Iowa, working with Brokers International Financial Services, LLC. David has previously held positions at Broker Dealer Financial Services Corp, Brookstone Capital Management LLC, and Brokers International Financial Services, LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa. Currently, David is part of Brokers International Financial Services, LLC, which operates out of Altoona, Iowa. The firm has 132 offices and 260 employees. The firm manages assets totaling $2.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Brokers International Financial Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

317 8Th Street Sw
Altoona, IA 50009

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Brokers International Financial Services, LLC Brokerage Details

Total Assets Under Management

$2,000,456,128

IA Average: $9,259,360,772
Total Number of Employees

260

IA Average: 166
Total Number of Accounts

11,566

IA Average: 7,189
Average Account Size

$172,960

IA Average: $1,287,990

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

David Duggan Work History

2017 - Present (7 years)

Brokers International Financial Services, LLC

2017 - 2017 (< 1 year)

Brookstone Capital Management LLC

2014 - 2017 (3 years)

Broker Dealer Financial Services Corp

Disclosures

Please visit the SEC profile of David Duggan 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 Brokers Financial

Jose Amaya Cisneros
Urbandale, IA
Nathan Schoenherr
Green Bay, WI
Joshua Isherwood
Urbandale, IA
Paul Reidy
Scituate, MA
Theodore Boyes
Fort Lauderdale, FL
Mihailo Jovanovic
Urbandale, IA
Alex Cary
Urbandale, IA
Todd Robbins
Boynton Beach, FL

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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