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Financial ADVSR advisor directory · SEC adviser records

Duncan Financial Planning Advisors financial advisors in Pennsylvania

Every SEC-registered investment adviser representative at a Duncan Financial Planning Advisors office in Pennsylvania, by city and A to Z.

The short answer

13 registered advisors work at Duncan Financial Planning Advisors in Pennsylvania, out of 26 nationwide; it's the firm's number 1 state by advisors, and the most are in Irwin (8). 4 list the CFP designation and 13 are also registered broker representatives.

Duncan Financial Planning Advisors advisors by city in Pennsylvania

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Irwin 8Pittsburgh 5

Duncan Financial Planning Advisors advisors in Pennsylvania, A to Z

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Questions

How many Duncan Financial Planning Advisors financial advisors are in Pennsylvania?

13 investment adviser representatives are registered at Duncan Financial Planning Advisors offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 26 at the firm nationwide. 4 list the CFP designation and 13 are also registered as broker representatives.

Where in Pennsylvania does Duncan Financial Planning Advisors have the most advisors?

Irwin, with 8, then Pittsburgh (5). Duncan Financial Planning Advisors has advisors in 2 cities in Pennsylvania.

How do I check a Duncan Financial Planning Advisors advisor in Pennsylvania?

Each advisor below 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. Advisors are listed at the city of the Duncan Financial Planning Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.