Advisor at The Ducoat Financial Group
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Firm
The Ducoat Financial Group
Location
Gainesville, FL
Credentials
Series 63
Industry experience
29 years
Bradley Ducoat is the principal of The Ducoat Financial Group in Gainesville, FL, holding a Series 63 designation with 29 years of industry experience. He has led The Ducoat Financial Group since 1998. In addition to his advisory role, he is owner and general agent of B.Ducoat Enterprises Inc., where he sells life insurance and fixed annuities. The Ducoat Financial Group provides discretionary portfolio management and financial planning services to individuals and business entities, managing approximately $63 million across about 157 client relationships. The firm constructs portfolios based on clients’ objectives and risk tolerances, using a combination of fundamental and charting analysis, long-term buy-and-hold strategies, and covered option writing, with ongoing quarterly reviews.
Based on The Ducoat Financial Group
1.00% per annum, negotiable and may be lower for some clients
Separate commission-based compensation earned by Mr. Ducoat for insurance product sales
Account minimum: $100,000 Fee-only: Fee-only financial planning and investment management services; no commissions on advisory fees
Gainesville, FL
Florida · Texas
The Ducoat Financial Group
1998 - Present (28 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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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