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Financial ADVSR advisor directory · SEC adviser records

Duncan Financial Planning Advisors financial advisors in Irwin, PA

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

The short answer

8 registered advisors work at Duncan Financial Planning Advisors in Irwin, out of 26 at the firm nationwide; it ranks number 2 in the city by advisors. 3 list the CFP designation and 8 are also registered broker representatives.

Duncan Financial Planning Advisors advisors in Irwin, A to Z

Every Duncan Financial Planning Advisors advisor →

Duncan Financial Planning Advisors advisors in every city and state →Duncan Financial Planning Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Duncan Financial Planning Advisors advisors in other cities

Pittsburgh, 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

Other firms in Irwin

All Irwin advisors →

Cambridge Investment Research Advisors, Inc. 13Edward Jones 3LPL Enterprise, LLC 3LPL Financial LLC 3MML Investors Services, LLC 3

Questions

How many financial advisors does Duncan Financial Planning Advisors have in Irwin?

8 investment adviser representatives are registered at Duncan Financial Planning Advisors offices in Irwin, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 26 nationwide. 3 list the CFP designation and 8 are also registered as broker representatives.

Is Duncan Financial Planning Advisors one of the largest advisor employers in Irwin?

Duncan Financial Planning Advisors ranks number 2 in Irwin by registered advisors; Cambridge Investment Research Advisors, Inc. has the most, with 13.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.