Janet
Dukes
Transamerica Financial Advisors, Inc
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About this Advisor
Janet Dukes is a financial advisor based in Charlotte, North Carolina, working with Transamerica Financial Advisors, Inc. Janet has previously held positions at Avantax Advisory Services, Herdman Dukes LLC, Rental Property, Piedmont Technical Institution, Avantax Insurance Agency LLC, United Financial Services, Transamerica Agency Network, Avantax Investment Services, Inc, Piedmont Technical College, and Transamerica Financial Advisors, Inc. Janet has passed the Series 63 regulatory exam and is registered to provide services in Georgia, North Carolina, and South Carolina. Currently, Janet is part of Transamerica Financial Advisors, Inc, which operates out of Charlotte, North Carolina. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 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 and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
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Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Janet Dukes Work History
United Financial Services
Transamerica Agency Network
Transamerica Financial Advisors, Inc
Herdman Dukes LLC
Rental Property
Avantax Advisory Services
Avantax Insurance Agency LLC
Piedmont Technical Institution
Avantax Investment Services, Inc
Piedmont Technical College
Disclosures
Please visit the SEC profile of Janet Dukes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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