Xun Duan, financial advisor Boston MA
88 score

Xun Duan

CRD Number: 6334826
Current Firm: Twin Focus Capital Partners, LLC

Xun Duan (CRD# 6334826) is an Investment Advisor Representative working at Twin Focus Capital Partners, LLC in Boston, MA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Twin Focus Capital Parnters, LLC Boston, MA Apr 2014 - Current 2
Unemployed Boston, MA Jun 2013 - Mar 2014 < 1
Boston University Boston, MA Aug 2009 - May 2013 3
James E Taylor High School Katy, TX Aug 2005 - Jun 2009 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Xun Duan
Phone Number: 617-720-4500
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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