Michele Renee Duvall
Professional Summary
Michele Renee Duvall, who also goes by Michele Huberty, Michele R Willoughby, Michele Renee Willoughby, was a registered financial advisor. Michele was a previously registered financial professional and started their career in finance 1992 - 2025. Michele had worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 31, Series 7, Series 24, Series 10, Series 9, Series 4 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michele Huberty, Michele R Willoughby, Michele Renee Willoughby
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
THE MILLSTONE EVANS GROUP, LLC
Contact Information
Main Address
4940 Pearl East Circle Suite 302, Boulder, CO 80301Phone Number
(720) 728-2801# of Employees
8SEC notice filing (26 States and Territories)
Registered to provide investment advisory services in 26 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,677AUM (Assets Under Management)
$893,343,036Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
THE MILLSTONE EVANS GROUP, LLC
State Registrations and Notice Filings
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Oct 2022About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Oct 2022About the Series 9 examSeries 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Nov 1995Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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