Duncan & Haley, Ltd.

Duncan & Haley, Ltd. (CRD# 109900) is a financial advisory firm headquartered in Seattle, WA. They manage $238,680,544 in 166 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    239
    MILLION
  • Total Number of Accounts
    166
    ACCOUNTS
  • Average Account Value
    $1,437,835
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Duncan & Haley, Ltd.
Showing 1 - 3 of 3 top financial advisors.
1
Kelsey L. Blackham
CRD#: 4716621
2753 S Washington Street, Seattle, WA 98144
90
Wealthminder
score

Kelsey Blackham (CRD# 4716621) is an Investment Advisor Representative working at Duncan & Haley, Ltd. in Seattle, WA and has over 9 years of experience in the finance industry.

2
John C. Haley
CRD#: 2499505
2753 S Washington Street, Seattle, WA 98144
90
Wealthminder
score

John Haley (CRD# 2499505) is an Investment Advisor Representative working at Duncan & Haley, Ltd. in Seattle, WA and has over 22 years of experience in the finance industry.

3
Krystle S. McEntire
CRD#: 5949317
2753 S Washington Street, Seattle, WA 98144
90
Wealthminder
score

Krystle McEntire (CRD# 5949317) is an Investment Advisor Representative working at Duncan & Haley, Ltd. in Seattle, WA and has over 5 years of experience in the finance industry.

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