Brian
Duffield
North Star Advisory Group, LLC
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About this Advisor
Brian Duffield is a financial advisor based in Beachwood, Ohio, working with North Star Advisory Group, LLC. Brian has previously held positions at North Star Advisory Group LLC, Highland Consulting, Union Home Mortgage, New Century Capital, Elite Turfgrass Management, Express, Alco, Ohio University, and Elyria Catholic High School. Brian has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Brian is part of North Star Advisory Group, LLC, which operates out of Beachwood, Ohio. The firm has 6 employees and manages assets totaling $182.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at North Star Advisory Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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North Star Advisory Group, LLC Brokerage Details
$182,856,033
6
422
$433,308
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Brian Duffield Work History
North Star Advisory Group LLC
Highland Consulting
Union Home Mortgage
New Century Capital
Union Home Mortgage
Elite Turfgrass Managemnt
Express
Ohio University
Alco
Elyria Catholic High School
Disclosures
Please visit the SEC profile of Brian Duffield 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 North Star Advisory Group, LLC
Beachwood, OH
Beachwood, OH
Beachwood, OH
Beachwood, OH
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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