Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antoine? Claim Your ProfileAntoine Lionel Duncan is an Investment Advisor Representative with Avantax Advisory Services. Antoine has been in the financial services industry since 2017. Antoine is licensed to sell securities in Texas, Arizona, Arkansas, and Louisiana. Antoine holds a Series 6, Series 63, Series 65, and SIE license. Antoine is also a Certified Public Accountant (CPA) and is the owner of Duncan CPA & Advisor PLLC, a firm specializing in accounting and tax preparation services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
05/23/2019 - Present
Avantax Advisory Services (Frisco TX)
TX
06/20/2017 - 11/13/2018
MONEY CONCEPTS CAPITAL CORP (Frisco TX)
TX
12/27/2016 - 02/07/2017
HD VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 08/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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