Harold Duncan, financial advisor Westlake TX

Harold Duncan

CRD Number: 6336721
Current Firm: Charles Schwab & Company, Inc.

Harold Duncan (CRD# 6336721) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 9 years of experience in the finance industry.

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Charles Schwab & Company, Inc.
Company Name Location Dates Years
Charles Schwab And Company, Inc. Westlake, TX May 2020 - Current 3
Usaa Investment Management Company San Antonio, TX Jan 2018 - May 2020 2
Usaa Financial Advisors, Inc. Addison, TX May 2014 - May 2020 6
Usaa Financial Planning Services Addison, TX May 2014 - May 2020 6
Nationstar Mortgage LLC Lewiville, TX Dec 2012 - Apr 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
S63 Uniform Securities State Law Examination Jul 2014
Contact Info for Harold A. Duncan
Phone Number: 415-667-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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