Wells Fargo Advisors
40yrs
Top advisor by experience in Grants Pass
1yr
David Duff
Financial advisor at Kingsview Wealth Management
David Duff is a fiduciary financial advisor in Grants Pass, Oregon, with 1 year in the industry. David joined Kingsview Wealth Management in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Kingsview Wealth Management reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 76 advisors with offices in Grants Pass, and one of 72 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office509 SE 7th Street 2nd Floor, Grants Pass, OR 97526
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$703,115
Advisors at the firm116
States licensed ?1 state
Services through Kingsview Wealth Management
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- May 2025 – nowKingsview Wealth Management, LLCCurrent firm
Contact David
Local office(541) 291-4405Ask for David. (312) 870-6701Main office 509 SE 7th Street 2nd FloorGrants Pass, OR 97526Office · Get directions YouTube channelKingsview Wealth Management
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Questions to ask David
Tailored to David’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call David’s local office at (541) 291-4405 or the Kingsview Wealth Management main office at (312) 870-6701, and ask for David Duff.
How long has David been a financial advisor?
David has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does David hold?
Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Kingsview Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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