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Aurelia D

Series 63, Series 65

Sonoma, CA

OSAIC

Aurelia Dukes is a financial advisor with Osaic Wealth, Inc. based in Sonoma, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for 27 years before joining Osaic in 2025. Outside of her advisory role, Dukes is an insurance agent offering accident/health, disability income, and traditional life insurance. Osaic Wealth serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and third-party managers to construct portfolios managed on either a discretionary or non-discretionary basis.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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