Kenneth Duncan, financial advisor Durango CO

Kenneth Duncan

CRD Number: 5589748
Current Firm: Lpl Financial LLC

Kenneth Duncan (CRD# 5589748) is an Investment Advisor Representative working at Lpl Financial LLC in Durango, CO and has over 15 years of experience in the finance industry. Kenneth Duncan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Western Wealth Management, LLC Durango, CO Jun 2016 - Current 7
Lpl Financial, LLC Durango, CO Jun 2014 - Current 9
Western Wealth Management, LLC Durango, CO Jun 2014 - Jun 2016 2
Morgan Stanley Smith Barney Durango, CO Jun 2009 - Jun 2014 5
Morgan Stanley Durango, CA Aug 2008 - Jun 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Kenneth C. Duncan
Phone Number: 704-733-3300
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, 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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