Timothy Duncan, financial advisor Midland Park NJ

Timothy Duncan

CRD Number: 2821479
Current Firm: Commonwealth Financial Network

Timothy Duncan (CRD# 2821479) is an Investment Advisor Representative working at Commonwealth Financial Network in Midland Park, NJ and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Dfg, LLC Ridgewood, NJ Jul 2004 - Current 19
Commonwealth Financial Network Waltham, MA Feb 2002 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1996
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Timothy M. Duncan
Phone Number: 781-736-0700
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Publication of periodicals or newsletters
  • 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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