Timothy DuncanCRD Number: 3004592
Current Firm: Mariner Retirement Advisors, LLC
Timothy Duncan (CRD# 3004592) is an Investment Advisor Representative working at Mariner Retirement Advisors, LLC in Leawood, KS and has over 19 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Mariner Retirement Advisors||Leawood, KS||Oct 2014 - Current||2|
|Montage Securities, LLC||Leawood, KS||Oct 2014 - Current||2|
|Cetera Advisor Networks LLC||El Segundo, CA||Jan 2013 - Oct 2014||1|
|Financial Network||El Segundo, CA||Aug 2001 - Dec 2012||11|
|Bmo Harris Financial Advisors, Inc.||Kansas City, MO||Aug 2012 - Aug 2012||< 1|
|M&i Brokerage Services, Inc.||Kansas City, MO||Oct 2003 - Aug 2012||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 2007|
Total Assets Under Management1,152MILLIONS
Total Number of Accounts144ACCOUNTS
Average Account Value$8,001,852
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
- Educational seminars/workshops
KS, MO, NE, OK, TX
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