Ally Durkovic
Advisor at Equitable Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Equitable Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Jefferson, OH 44047
Credentials
Series 63, Series 66
Industry experience
< 1 year
Ally Durkovic is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses. Ally has been with Equitable Advisors since 2023 and has prior experience working in educational and service roles. Equitable Advisors serves a wide range of clients including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through a variety of third-party programs and platforms.
Based on Equitable Advisors
$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour
Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.
42 South Chestnut Street
Jefferson, OH 44047
Ohio
Equitable Advisors
2025 - Present (1 year)
Youngstown State University
2024 - 2025 (1 year)
Equitable Advisors
2023 - 2025 (2 years)
Mount Vernon Nazarene University
2022 - 2023 (1 year)
Chipotle
2022 - 2022 (1 year)
Springer Dairy Farm
2021 - 2022 (1 year)
McDonalds
2019 - 2020 (1 year)
Jefferson Area High School
2018 - 2022 (4 years)
Unemployed
2018 - 2018 (1 year)
Jefferson Area Local School
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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