Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Scott Duncanson is a financial advisor at Avitas Wealth Management, LLC. James is a registered investment advisor in California and Texas. James has been in the financial services industry since 2005. Before joining Avitas Wealth Management, LLC, James was a financial advisor at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. James holds the Series 7 and Series 66 securities licenses.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
12/18/2017 - Present
Avitas Wealth Management, LLC (LOS ANGELES CA)
CA
02/20/2009 - 12/11/2017
UBS FINANCIAL SERVICES INC. (CENTURY CITY CA)
CA
04/22/2005 - 02/23/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
BOTH
Issued 05/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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