Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Duncan is an investment advisor representative at Savant Wealth Management. Donald has been in the financial services industry since 1997 and has held numerous roles at various firms. Donald has a strong track record of success in providing financial advice to individuals and businesses. He is a Certified Financial Planner, a Personal Financial Specialist, and a Chartered Financial Analyst. Donald is committed to providing his clients with personalized financial advice and guidance.
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.
A percentage of the total value of assets under management is charged.
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IL
11/14/2018 - Present
Savant Wealth Management (ROCKFORD IL)
IA
Issued 07/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1991
Series 3 - National Commodity Futures Examination
Active
Inactive
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