Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Bernard Duncan is an investment professional with over 40 years of experience in the financial services industry. Currently, Larry Duncan is registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since March of 2010. Larry Duncan has worked with several other firms over the course of their career, including Morgan Stanley Smith Barney, Citigroup Global Markets Inc., The Robinson-Humphrey Company, LLC, and A. G. Edwards & Sons, Inc. Larry Duncan is licensed in several states, including Alabama, California, Colorado, Florida, Georgia, Indiana, Louisiana, Mississippi, New Jersey, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia and Washington. Larry Duncan specializes in providing financial advice and portfolio management services to individuals, businesses, high-net-worth individuals, pension and profit-sharing plans, corporations, insurance companies, charitable organizations, and banking or thrift institutions. Larry Duncan has also held the position of Trustee with MissionSource Ministries since May of 2010.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
12/12/2024 - Present
Raymond James Financial Services Advisors, Inc. (WEST POINT GA)
GA
06/01/2009 - 04/14/2010
MORGAN STANLEY SMITH BARNEY (LA GRANGE GA)
GA
01/02/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LA GRANGE GA)
GA
06/25/1992 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
MO
05/25/1982 - 06/05/1992
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 09/01/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/06/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1986
Series 3 - National Commodity Futures Examination
BC
Issued 04/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Larry Duncan is the right advisor for you? Invested Better is here to help.
