Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ben? Claim Your ProfileBen James Duncanson is a financial advisor at Independent Financial Partners. Ben has been in the financial industry for over 8 years and has experience in working with individuals, families, and businesses. He is a Certified Financial Planner and holds the Series 7, 9, 10, 63, and 66 licenses. Ben provides financial planning and investment advice to clients and is a member of the firm's Wealth Management team. Ben's primary focus is on helping clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
ID
05/02/2023 - Present
Independent Financial Partners (Meridian ID)
ID
11/12/2015 - 04/11/2023
CHARLES SCHWAB & CO., INC. (Boise ID)
AZ
09/02/2014 - 11/06/2015
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 01/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/31/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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