Brian Duncan, financial advisor Irwin PA

Brian Duncan

CRD Number: 5146077
Current Firm: Cambridge Investment Research Advisors, Inc.

Brian Duncan (CRD# 5146077) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Irwin, PA and has over 16 years of experience in the finance industry. Brian 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
Duncan Financial Planning Advisors Irwin, PA Jul 2023 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Sep 2011 - Current 12
Cambridge Investment Research Advisors, Inc. Fairfield, IA Sep 2011 - Current 12
Duncan Financial Group North Huntingdon, PA Jan 2009 - Current 15
Duncan Accounting & Tax N Huntingdon, PA Jan 2009 - Current 15
Wealth Preservation & Management N Huntingdon, PA Jan 2009 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Brian D. Duncan
Phone Number: 641-472-5100
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • Educational seminars/workshops
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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