Brian Thomas Duvall
Investment adviser representative at Asset Dedication, LLC
7 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
7 years in the industry.
- Asset Dedication, LLCSep 2019 to now
- UnemployedApr 2019 to Aug 2019
- Sensible Money, LLCJun 2012 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Asset Dedication, LLC
$2.9BAssets managed
1,998Clients
11Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5109960
- Firm CRD
- 151988