Juliann DuncanCRD Number: 1233526
Current Firm: Principal Securities, Inc.
Juliann Duncan (CRD# 1233526) is an Investment Advisor Representative working at Principal Securities, Inc. in Overland Park, KS and has over 20 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Princor Financial Services Corporation||Des Moines, IA||Dec 1983 - Current||33|
|Bankers Life Company||Des Moines, IA||Jul 1973 - Current||43|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1996|
|S65||NASAA Investment Advisors Law Examination||Apr 2006|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV