Mckenna Duncan (CRD# 7310472) is an Investment Advisor Representative working at Realized Financal, Inc. in Austin, TX and has over 2 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Realized Financial, Inc. | Austin, TX | Feb 2022 - Current | 2 |
| Equitable Advisors, LLC | New York, NY | Nov 2020 - Feb 2022 | 1 |
| Tillman Enterprises | Austin, TX | Aug 2020 - Nov 2020 | < 1 |
| Texas Tech University | Lubbock, TX | Aug 2016 - Aug 2020 | 4 |
| Club Corp The Hills Country Club | Lakeway, TX | Jun 2019 - Aug 2019 | < 1 |
| Club Corp The Hills Country Club | Lakeway, TX | May 2018 - Aug 2018 | < 1 |
| Palm Beach Tan | Lubbock, TX | Sep 2017 - Jun 2018 | < 1 |
| Walk-ons Bistraux & Bar | Lubbock, TX | Jan 2017 - Jun 2017 | < 1 |
| Lake Travis High School | Austin, TX | Aug 2012 - Aug 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2021 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
NJ, TX
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