Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Duncan is a financial advisor with Global Impact Wealth Management, a firm located in Riverside, California. Robert has been in the financial industry since 1998. Robert has extensive experience in the financial services industry. Robert is a Certified Financial Planner and has a Series 7 and Series 66 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Institutional investment consulting
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.
Percentage of assets under advisement
1
2
CA
05/19/2023 - Present
Global Impact Wealth Management (RIVERSIDE CA)
AL
02/12/2003 - 08/14/2014
SYNOVUS SECURITIES, INC. (BIRMINGHAM AL)
NY
03/12/2001 - 02/03/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
AL
04/21/1998 - 03/27/2001
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 05/18/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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