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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Duncan is an investment advisor with over 25 years of experience. Frank is currently registered with Maryland Financial Group, Inc. as an Investment Advisor Representative. Previously, Frank was employed by Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and T. Rowe Price Investment Services, Inc. Frank holds a Series 6, 7, 24, 31, 63, and 65 licenses. Frank's specialties are Portfolio Management for Individuals and Financial Planning. Frank Duncan is a Chartered Financial Consultant and provides investment advice to high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans. Frank is also active in the community and is a member of the Timonium Chamber of Commerce.
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.
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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MD
11/30/2023 - Present
Maryland Financial Group, Inc. (Timonium MD)
NY
06/01/2009 - 09/18/2009
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
08/05/2004 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MD
06/30/1997 - 08/10/2004
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 11/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/05/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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