David DuncanCRD Number: 1091805
Current Firm: Cambridge Investment Research Advisors, Inc.
David Duncan (CRD# 1091805) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Irwin, PA and has over 33 years of experience in the finance industry. David 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.
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
Staley Capital Advisers Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Sep 2011 - Current||5|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Sep 2011 - Current||5|
|Wealth Preservation Managemnt Inc.||North Huntingdon, PA||Jan 1995 - Current||21|
|Aetna||Pitts, PA||Jun 1983 - Current||33|
|Travelers||Pitts, PA||Jan 1983 - Current||33|
|Aetna Variable Annuity Ins Co||Hartford, CT||May 1982 - Current||34|
|Traveleres Insurance Group||Hartford, CT||Oct 1979 - Current||37|
|Duncan Insurance Agency Inc.||N. Huntingdon, PA||Jun 1979 - Current||37|
|Duncan Ins Agency||Irwin, PA||Jun 1979 - Current||37|
|Tower Square Securities, Inc.||North Huntingdon, PA||Jul 1996 - Sep 2011||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1983|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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