Advisor at Duet Advisory Services LLC
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.
Firm
Duet Advisory Services LLC
Location
Walland, TN
Credentials
CFP®, PFS™, Series 63
Industry experience
25 years
Financial planning and consulting fees generally range between $2,500 and $10,000 on a fixed fee basis.
$0 - $249,999: 1.50% $250,000 - $499,999: 1.45% $500,000 - $749,999: 1.35% $750,000 - $1,249,999: 1.25% $1,250,000 - $1,999,999: 1.00% $2,000,000+: 0.90%
Clients may purchase insurance or securities products through representatives on a commission basis; commissions vary and are separate from advisory fees.
$500 per hour for financial planning and consulting services.
Account minimum: $250,000
Star of the Smokies, LLC
2021 - Present (5 years)
Private Client Services
2018 - 2021 (3 years)
Duet Advisory Services LLC
2016 - Present (10 years)
Calton & Associates, Inc.
2016 - 2018 (2 years)
VSR Financial Services, Inc.
2008 - 2016 (8 years)
VSR Advisory Services
2008 - 2016 (8 years)
Star Wealth Management Corp
2003 - Present (23 years)
Kahn & Mulroy, PC
1996 - Present (30 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
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.
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.
CFP®, Series 66
Maryville, TN
Edward Jones
Series 66
Seymour, TN
Edward Jones
Series 66
Alcoa, TN
Edward Jones
Series 63, Series 66
Maryville, TN
Fidelity
Amy McCarver is a Financial Consultant at Fidelity Investments, a position she has held since 2019. In her role, she works with individuals and families to assess their financial needs and goals through comprehensive financial planning. She aims to educate and empower her clients to make impactful wealth decisions throughout their lifetime. Amy's professional experience centers on financial consulting, where she applies her expertise to support clients in managing their financial futures. She brings a focus on personalized financial planning to her work at Fidelity Investments. Outside of her professional responsibilities, Amy has personal interests that include bowling, fitness, hiking, caring for pets, scuba diving, and traveling.
Series 63, Series 66
Knoxville, TN
Edward Jones
Series 66
Maryville, TN
Edward Jones
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