Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Duncan? Claim Your ProfileDuncan Campbell is a financial advisor at Kestra Advisory Services, LLC. Duncan has over 9 years of experience in the financial services industry. Duncan is licensed to provide financial advice in Texas. Duncan also has a Series 66, 10, 9, and 7 license. Duncan specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Duncan has experience working with high-net-worth individuals, corporations, and charitable organizations. Duncan is committed to providing his clients with personalized financial advice to help them 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.
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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TX
07/18/2024 - Present
Kestra Advisory Services, LLC (ROUND ROCK TX)
NY
01/05/2023 - 07/09/2024
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
TX
06/04/2021 - 06/21/2022
CHARLES SCHWAB & CO., INC. (Austin TX)
TX
10/21/2020 - 05/10/2021
PARK AVENUE SECURITIES LLC (AUSTIN TX)
TX
11/11/2014 - 10/16/2020
CHARLES SCHWAB & CO., INC. (Austin TX)
BOTH
Issued 11/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/12/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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