Anthony Duncan, financial advisor Nashville TN

Anthony Duncan

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Anthony R. Duncan
Phone Number: 727-299-1800
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    2,071
    MILLIONS
  • Total Number of Accounts
    52,745
    ACCOUNTS
  • Average Account Value
    $39,264
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • 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
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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