Thomas Duncan (CRD# 4309377) is an Investment Advisor Representative working at Vision Capital Partners in Ann Arbor, MI and has over 23 years of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vision Capital Partners | Ann Arbor, MI | Jun 2015 - Current | 8 |
| Triad Advisors, LLC | Norcross, GA | Aug 2006 - Current | 17 |
| Vision Capital Partners, Inc. | Northville, MI | Aug 2006 - Jul 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2006 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- IN
- MI
- OH
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Total Assets Under Management106MILLIONS
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Total Number of Accounts431ACCOUNTS
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Average Account Value$246,708
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
FL, IN, MI, OH
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