Duncan Financial

Description

• Duncan Financial is an independent financial services firm committed to providing our clients with a direct approach to financial planning. We work closely with you to create a financial strategy that meets your needs. We deliver independent financial advice that is designed to help you meet your short term and long term investment and retirement goals. We are not swayed by proprietary interests and provide you with direct advice that puts your needs first. Our experienced advisors have the knowledge to provide simplified solutions to planning your financial future. Securities offered through Securities America, Inc., Member FINRA (www.finra.org) SIPC (www.sipc.org). Advisory services offered through Securities America Advisors, Inc. Duncan Investment Advisors, Inc. (DBA Duncan Financial) and Securities America companies are seperate entities. CA Insurance Licenses: Charles Duncan #0706371 & Paul Duncan #0H57504 Securities offered in the states of AR, AZ, CA, CO, DE, FL, ID, IL, KS, KY, LA, MD, MI, MO, MS, MT, NC, NH, NM, NV, OR, PA, SC, SD, TN, TX, UT, VA, WA, WV. Third party posts found on this profile do not reflect the views of Securities America and have not been reviewed by Securities America as to accuracy or completeness.
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  Headquarters:5973 Avenida Encinas Suite 210, Carlsbad, California, United States

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  Phone Number: +1 760-476-1557

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  Website: https://www.duncanfinancial.com

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  Employees:8

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  Revenue:$1 - 10M

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  Legal Name:Duncan Financial

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• |  NAICS Code: 523930  |

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