Be advised. This firm is no longer registered.

Duncan Financial

Duncan Financial (CRD# 155836) is a financial advisory firm headquartered in Carlsbad, CA. They manage $217,504,132 in 714 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    218
    MILLION
  • Total Number of Accounts
    714
    ACCOUNTS
  • Average Account Value
    $304,628
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, LA, NV, OR, TX

Financial Advisors at Duncan Financial
No Advisor Found.
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