Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Duncan? Claim Your ProfileDuncan McRae is a registered investment advisor with LPL Financial LLC. Duncan has been in the financial services industry since 1985. He is a Series 6, 7, 63, and 65 licensed advisor. He is also licensed to operate in multiple states. Previously, Duncan worked with firms like Investment Centers of America, Inc., Royal Alliance Associates, Inc., Integrated Resources Equity Corporation, Walnut Street Securities, Inc., and Pruco Securities Corporation. Duncan has over 35 years of experience in the financial services industry. His specialties include financial planning, portfolio management for businesses and individuals, pension consulting, and consulting and other non-discretionary advisory 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.
Consulting and other non-discretionary advisory services
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.
1
2
SD
11/29/2017 - Present
LPL Financial LLC (RAPID CITY SD)
SD
01/27/1988 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (RAPID CITY SD)
AZ
11/19/1989 - 08/08/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
05/27/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/21/1986 - 03/16/1988
WALNUT STREET SECURITIES, INC.
NA
01/24/1986 - 06/06/1986
PRUCO SECURITIES CORPORATION
NA
10/10/1983 - 06/19/1984
PRUCO SECURITIES CORPORATION
IA
Issued 07/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Duncan McRae is the right advisor for you? Invested Better is here to help.
