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Financial ADVSR advisor directory · SEC adviser records

Duncan Financial Planning Advisors financial advisors

Every SEC-registered investment adviser representative at Duncan Financial Planning Advisors, by the state and city of the office they work from.

The short answer

26 registered advisors work at Duncan Financial Planning Advisors, in 13 states and 15 cities; the most are in Irwin, PA (8). 5 list the CFP designation and 24 are also registered broker representatives.

Search every Duncan Financial Planning Advisors advisor by name →Who joined and left Duncan Financial Planning Advisors →Duncan Financial Planning Advisors: assets, clients and custodians →

Cities with the most Duncan Financial Planning Advisors advisors

Irwin, PA 8Pittsburgh, PA 5Atlanta, GA 1Bellevue, WA 1Cincinnati, OH 1East Windsor, CT 1Greenwood, IN 1Lutherville, MD 1Murray, UT 1Nashville, TN 1Richardson, TX 1Safety Harbor, FL 1San Clemente, CA 1St. Charles, IL 1Strongsville, OH 1

Duncan Financial Planning Advisors advisors by state

Duncan Financial Planning Advisors in Pennsylvania 13

Irwin 8Pittsburgh 5

Duncan Financial Planning Advisors in Ohio 2

Cincinnati 1Strongsville 1

Duncan Financial Planning Advisors in California 1

San Clemente 1

Duncan Financial Planning Advisors in Connecticut 1

East Windsor 1

Duncan Financial Planning Advisors in Florida 1

Safety Harbor 1

Duncan Financial Planning Advisors in Georgia 1

Atlanta 1

Duncan Financial Planning Advisors in Illinois 1

St. Charles 1

Duncan Financial Planning Advisors in Indiana 1

Greenwood 1

Duncan Financial Planning Advisors in Maryland 1

Lutherville 1

Duncan Financial Planning Advisors in Tennessee 1

Nashville 1

Duncan Financial Planning Advisors in Texas 1

Richardson 1

Duncan Financial Planning Advisors in Utah 1

Murray 1

Duncan Financial Planning Advisors in Washington 1

Bellevue 1

Questions

How many financial advisors does Duncan Financial Planning Advisors have?

26 investment adviser representatives are registered with Duncan Financial Planning Advisors, according to the SEC's Investment Adviser Public Disclosure records, in 13 states and 15 cities. 5 list the CFP designation and 24 are also registered as broker representatives.

Where does Duncan Financial Planning Advisors have the most advisors?

Irwin, PA, with 8 registered advisors, then Pittsburgh, PA (5). By state, Pennsylvania has the most, with 13.

How do I find a Duncan Financial Planning Advisors financial advisor near me?

Pick your state below, then your city, to see every Duncan Financial Planning Advisors advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Duncan Financial Planning Advisors offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →