Duncan Dewahl, financial advisor Maitland FL

Duncan Dewahl

CRD Number: 2036950
Current Firm: Delta Capital Management, LLC

Duncan Dewahl (CRD# 2036950) is an Investment Advisor Representative working at Delta Capital Management, LLC in Maitland, FL and has over 32 years of experience in the finance industry. Duncan Dewahl 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
Delta Capital Management, LLC Orlando, FL May 2013 - Current 9
Waddell & Reed, Inc. Maitland, FL Jun 2006 - Apr 2013 6
Various Insurance Carriers For W & R Insurance Agencies Maitland, FL Jun 2006 - Apr 2013 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1990
S65 NASAA Investment Advisors Law Examination Jul 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Duncan C. Dewahl
Phone Number: 407-422-2423
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    212
    MILLIONS
  • Total Number of Accounts
    829
    ACCOUNTS
  • Average Account Value
    $256,016
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

FL, LA, TX, WI

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