Michael DuncanCRD Number: 2978048
Current Firm: Strategic Advisers, Inc.
Michael Duncan (CRD# 2978048) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Westlake, TX and has over 20 years of experience in the finance industry.
Wells Fargo Advisors Financial Network, LLC
Vanderpal Capital Management LLC
Summit Financial Group Inc.
|Fidelity Brokerage Services, Inc.||Dallas, TX||Sep 1997 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1998|
|S66||NASAA Uniform Combined State Law Examination||Jan 2001|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- 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 investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops