Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian David Duncan is a financial advisor with over 15 years of experience in the industry. Brian is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Brian is currently registered with Cambridge Investment Research Advisors, Inc., and Duncan Financial Planning Advisors. Brian also has a long history of working in the financial services industry, previously working with Tower Square Securities, Inc. and Federated Securities Corp. Brian's experience gives him a deep understanding of the financial needs of individuals, families, and businesses. Brian has a strong commitment to providing personalized financial advice to help 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
03/06/2023 - Present
Cambridge Investment Research Advisors, Inc. (IRWIN PA)
PA
02/03/2009 - 09/02/2011
TOWER SQUARE SECURITIES, INC. (IRWIN PA)
PA
08/13/2007 - 12/19/2008
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BOTH
Issued 09/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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