Jeffrey Duncan (CRD# 2913202) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Lafayette, TN and has over 14 years of experience in the finance industry.
CRD# 6061788
Canterbury Consulting Incorporated
CRD# 4256803
Mml Investors Services, LLC
CRD# 6844242
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| World Equity Group | Lafayette, TN | Jun 2019 - Current | 4 |
| Triumph Wealth Advisors | Woodstock, GA | Oct 2016 - Current | 7 |
| Tri-county Electric Membership Corporation | Lafayette, TN | Jun 2013 - Current | 10 |
| Sunrises Financial Partners | Lafayette, TN | Jan 2013 - Current | 11 |
| Duncan Auctioneers | Lafayette, TN | Aug 1977 - Current | 46 |
| Tcm Securities, Inc. | Woodstock, GA | Oct 2016 - Jun 2019 | 2 |
| The O. N. Equity Sales Company | Cincinnati, OH | Jan 2013 - Oct 2016 | 3 |
| Ohio National Financial Services | Cincinnati, OH | Dec 2012 - Oct 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2010 |
- TN
-
Total Assets Under Management42MILLIONS
-
Total Number of Accounts225ACCOUNTS
-
Average Account Value$185,387
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IA, IN, KS, LA, MA, MD, ME, MO, MS, MT, NC, NE, NH, NJ, NM, OH, PA, SC, TN, TX, VA, WV
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