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James David Duke

Hightower Advisors, LLC

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About James David Duke

James David Duke is an Investment Advisor Representative registered with the state of Tennessee, representing Hightower Advisors, LLC. James has been working in the financial services industry since 2006. James is Series 65 licensed and has a state exam category of Uniform Investment Adviser Law Examination. James's areas of specialization include: portfolio management for individuals and businesses, financial planning, pension consulting, selection of other advisors, and treasury management for corporate clients. James is a licensed professional and is committed to helping clients reach their financial goals.

Firm Information

James Duke is currently registered with Hightower Advisors, LLC. Hightower Advisors, LLC is a financial advisor headquartered in CHICAGO, IL. They provide financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. The firm has approximately 130,239,337,374 USD in regulatory assets under management. Hightower Advisors, LLC serves high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, insurance companies, individuals other than high-net-worth, banking or thrift institutions, and state or municipal government entities.
Hightower Advisors, LLC

200 W. MADISON ST.

CHICAGO, IL 60606

$130.24B

Assets Under Management

100

Total Clients

889

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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treasury management for corporate clients

Treasury management for corporate clients

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Retainer or service fees or some combination of 1, 2, 4, 5 & 7

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James Duke’s Registration & Firm History

TN

05/08/2019 - Present

Hightower Advisors, LLC (Memphis TN)

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Licenses & Designations

IA

Issued 12/05/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James David Duke.
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