Derrick Duncan (CRD# 2132471) is an Investment Advisor Representative working at Lpl Financial LLC in Emporia, KS and has over 33 years of experience in the finance industry.
CRD# 3036979
Lpl Financial LLC
CRD# 2115503
Cetera Investment Advisers LLC
CRD# 6199584
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Emporia, KS | Jul 2021 - Current | 2 |
| Coffey County Rural Water District #2 | Gridley, KS | Apr 2019 - Jul 2021 | 2 |
| Wd Holding Inc. | Emporia, KS | Jul 2007 - Jul 2021 | 14 |
| Various Insurance Carriers For W & R Insurance Agencies | Emporia, KS | Apr 1991 - Jul 2021 | 30 |
| Waddell & Reed, Inc. | Emporia, KS | Mar 1991 - Jul 2021 | 30 |
| Lyon County Extension | Emporia, KS | Oct 2014 - Dec 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1991 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2002 |
- KS
- SC
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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