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Billy Duke

Financial Advisor, Investment Managem... at Duke Financial Solutions
Intro Book
Seasoned financial planner delivering strategic financial solutions.
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Location
Atlanta Metropolitan Area, US
Skills
  • Oracle Sql
  • Microsoft Office
  • Strategic Financial Planning
  • Microsoft Word
  • Financial Planning
  • Show all
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Bio

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Billy Duke is a seasoned financial professional with 20+ years of experience in financial planning, investment management, and strategic financial planning. He has a strong background in Oracle SQL, Microsoft Office, and financial software, and has helped clients reach their retirement and life goals through disciplined investing and strategic income planning. He holds various certifications, including Series 66 and Series 7, and is licensed as an Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities in Georgia.

Credentials

  • Series 66
    FINRA
    Apr, 2005
    - Jun, 2026
  • Series 7
    FINRA
    Sep, 2002
    - Jun, 2026
  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
    Georgia Department of Insurance
    Oct, 2018
    - Jun, 2026

Experience

  • Duke Financial Solutions
    • McDonough, GA
    • Financial Advisor, Investment Management, Financial Planning
      • Apr 2013 - Present
      • McDonough, GA

      For 17+ years, I have helped my clients reach their retirement and life goals using a financial planning process that includes disciplined investing, strategic income planning, tax diversification, long term care planning, Social Security analysis, and income replacement strategies.

  • CapSouth Partners
    • McDonough, GA
    • Managing Director, Senior Client Advisor | Investment Management | Financial ...
      • Feb 2010 - Apr 2013
      • McDonough, GA
  • Wells Fargo Advisors
    • Griffin, GA
    • Financial Advisor | Investment Management | Financial Planning
      • Jan 2005 - Feb 2010
      • Griffin, GA

      Legacy A.G. Edwards & Sons, Inc.

  • Edward Jones
    • Griffin, GA
    • Investment Representative | Investment Management
      • Jul 2002 - Jan 2005
      • Griffin, GA
  • Allied Automotive Group
    • Decatur, GA
    • Senior Analyst | Decision Support Analyst
      • Dec 1998 - Jun 2002
      • Decatur, GA
  • SITA
    • Atlanta, GA
    • Senior Database Analyst
      • Jun 1997 - Aug 1998
      • Atlanta, GA
  • Delta Air Lines
    • Atlanta, GA
    • Project Manager, Database Administrator, Senior Analyst
      • Oct 1980 - Jun 1997
      • Atlanta, GA

Education

  • 1977 - 1979
    Georgia State University
  • 1970 - 1974
    Jackson High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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