Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Duncan is a financial advisor with Beacon Pointe Advisors, LLC. Paul is a registered investment advisor with the state of California. Prior to joining Beacon Pointe Advisors, LLC, Paul was an advisor with Securities America, Inc., LPL Financial LLC and Purshe Kaplan Sterling Investments. Paul has a Series 7, Series 66 and SIE license.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
A percentage of the total value of assets under management is charged.
1
2
CA
03/08/2022 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
CA
03/16/2022 - 09/04/2024
PURSHE KAPLAN STERLING INVESTMENTS (Carlsbad CA)
CA
02/22/2016 - 02/17/2022
SECURITIES AMERICA, INC. (CARLSBAD CA)
CA
01/11/2016 - 02/08/2016
LPL FINANCIAL LLC (CARLSBAD CA)
CA
06/16/2008 - 01/12/2016
SECURITIES AMERICA, INC. (CARLSBAD CA)
BOTH
Issued 04/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Paul Duncan is the right advisor for you? Invested Better is here to help.
