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Timothy D
Series 63, Series 65
Charlotte, NC
Dukes Financial Group, LLC
Timothy Dukes is the sole advisor at Dukes Financial Group, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has worked with various insurance carriers since 2003 and has led Dukes Financial Group since 2009. Dukes Financial Group provides investment supervisory services and financial planning primarily to individual and high-net-worth clients, using a long-term, asset-class driven approach with a focus on non-discretionary management and in-house asset oversight. The firm prepares individualized Investment Policy Statements and offers fixed-fee financial planning, managing approximately 20 client relationships.
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