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Ethan Patrick Duncan

Fisher Investments

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About Ethan Patrick Duncan

Ethan Patrick Duncan is a financial advisor at Fisher Investments. Ethan is a licensed investment advisor representative in Texas. Ethan has been in the industry since March 2022 and has experience working with individuals, high-net-worth individuals, families, businesses, charitable organizations, and trusts. Ethan's investment experience is focused on portfolio management, and financial planning. Ethan has an active investment advisor registration in Texas. Ethan also has a Series 7, Series 66, and SIE license. Ethan also owns Duncan Asset Management - Rental Properties. Ethan is dedicated to providing personalized investment advice to help clients reach their financial goals.

Firm Information

Ethan Duncan is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Ethan Duncan’s Registration & Firm History

TX

04/10/2024 - Present

Fisher Investments (PLANO TX)

AR

03/18/2022 - 04/05/2024

ARVEST WEALTH MANAGEMENT (Rogers AR)

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Licenses & Designations

BOTH

Issued 04/14/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/18/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/09/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ethan Patrick Duncan.
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