Anthony DuncanCRD Number: 5277953
Current Firm: Transamerica Financial Advisors, Inc.
Anthony Duncan (CRD# 5277953) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Nashville, TN and has over 14 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Abernathy Investment Management, LLC
Raymond James Financial Services Advisors, Inc.
|Transamerica Financial Advisors, Inc.||Brentwood, TN||Jan 2012 - Current||10|
|World Financial Group||Houston, TX||Jul 2006 - Current||15|
|Hospital Corporation Of America||Bretwood, TN||Jan 2011 - Dec 2014||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2017|
|S63||Uniform Securities State Law Examination||May 2007|
Total Assets Under Management2,071MILLIONS
Total Number of Accounts52,745ACCOUNTS
Average Account Value$39,264
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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, WY
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