Forrest Duncan, financial advisor Mandeville LA

Forrest Duncan

CRD Number: 5368720
Current Firm: Raymond James & Associates, Inc.

Forrest Duncan (CRD# 5368720) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mandeville, LA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates, Inc. Mandvillee, LA Jun 2018 - Current 5
Wells Fargo Clearing Services, LLC New Orleans, LA Nov 2016 - Jun 2018 1
Wells Fargo Advisors LLC New Orleans, LA Jul 2013 - Nov 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Forrest S. Duncan
Phone Number: 727-567-1000
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    350,042
    MILLIONS
  • Total Number of Accounts
    992,551
    ACCOUNTS
  • Average Account Value
    $352,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, WY

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