Larry DuncanCRD Number: 1041610
Current Firm: Raymond James Financial Services Advisors, Inc.
Larry Duncan (CRD# 1041610) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in West Point, GA and has over 34 years of experience in the finance industry.
Greatmark Investment Partners, Inc.
Signator Investors, Inc.
Lakeview Capital Partners, LLC
|Raymond James Financial Services Advisors, Inc.||West Point, GA||Mar 2010 - Current||6|
|Raymond James Financial Services, Inc.||West Point, GA||Mar 2010 - Current||6|
|Morgan Stanley Smith Barney||La Grange, GA||Jun 1992 - Mar 2010||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1982|
|S65||NASAA Investment Advisors Law Examination||Sep 1992|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
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