Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Scott Duncan is a financial advisor with over 39 years of experience in the industry. David is a Certified Financial Planner™ and holds a Series 6, 7, 24, and 63 license. David is currently registered with Cambridge Investment Research Advisors, Inc. and Duncan Financial Planning Advisors. David has experience working with individuals, high net worth individuals, families, pension and profit sharing plans, charitable organizations, and state or municipal government entities. David is committed to providing clients with personalized financial planning and investment management 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.
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
01/03/2017 - Present
Cambridge Investment Research Advisors, Inc. (IRWIN PA)
PA
11/05/2009 - 09/06/2011
WALNUT STREET SECURITIES, INC. (IRWIN PA)
PA
07/11/1996 - 09/06/2011
TOWER SQUARE SECURITIES, INC. (IRWIN PA)
GA
08/15/1994 - 07/17/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
02/15/1983 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
CT
06/19/1983 - 01/07/1991
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BC
Issued 05/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
BC
Issued 02/14/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/20/1982
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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