Mary DuncanCRD Number: 3001626
Current Firm: Benjamin F. Edwards & Company, Incorporated
Mary Duncan (CRD# 3001626) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Saint Louis, MO and has over 19 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Benjamin F Edwards & Co||Rome, GA||Oct 2013 - Current||4|
|Wells Fargo Advisors LLC||Rome, GA||May 2009 - Oct 2013||4|
|Wachovia Securities, LLC||Rome, GA||Jan 2008 - May 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1998|
Total Assets Under Management5,299MILLIONS
Total Number of Accounts20,728ACCOUNTS
Average Account Value$255,633
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops