Eric DuncanCRD Number: 5305549
Current Firm: Stifel, Nicolaus & Company, Incorporated
Eric Duncan (CRD# 5305549) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Louis, MO and has over 10 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Stifel Nicolaus & Co Inc.||St. Louis, MO||Dec 2012 - Current||5|
|Pnc Investments||St. Louis, MO||Jan 2012 - Nov 2012||< 1|
|Pnc Bank||St. Louis, MO||Nov 2011 - Nov 2012||1|
|Regions Bank||Dupo, IL||Feb 2009 - Nov 2011||2|
|Morgan Keegan & Company, Inc.||Dupo, IL||Feb 2009 - Nov 2011||2|
|Metlife Securities Inc.||Chesterfield, MO||Aug 2007 - Feb 2009||1|
|Metropolitian Life Insurance Company||Chesterfield, MO||Aug 2007 - Feb 2009||1|
|Ameriprise Financial Services, Inc.||Cheterfield, MO||Mar 2007 - Aug 2007||< 1|
|Midwest Advertising Company||St. Louis, MO||Feb 2007 - Mar 2007||< 1|
|Provider Plus||St.louis, MO||Jul 2006 - Feb 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2007|
Total Assets Under Management38,401MILLIONS
Total Number of Accounts115,441ACCOUNTS
Average Account Value$332,650
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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