Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Duncan is a financial advisor with over 25 years of experience in the industry. Elizabeth is currently registered with LPL Financial LLC. Elizabeth has held previous positions at PRIVATE CLIENT SERVICES, LLC, WOODBURY FINANCIAL SERVICES, INC., 1717 CAPITAL MANAGEMENT COMPANY, LINCOLN FINANCIAL ADVISORS CORPORATION, and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Elizabeth is licensed to sell securities in Florida, Indiana, Kentucky, Ohio, and Washington.
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
IN
10/17/2023 - Present
LPL Financial LLC (NEW ALBANY IN)
IN
01/04/2010 - 10/18/2023
PRIVATE CLIENT SERVICES, LLC (NEW ALBANY IN)
IN
08/06/2003 - 12/31/2009
WOODBURY FINANCIAL SERVICES, INC. (NEW ALBANY IN)
DE
10/02/2001 - 08/15/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IN
12/07/1998 - 10/09/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/07/1998 - 10/09/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 03/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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