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Financial ADVSR advisor directory · SEC adviser records

Duncan Financial Planning Advisors financial advisors in Pittsburgh, PA

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

The short answer

5 registered advisors work at Duncan Financial Planning Advisors in Pittsburgh, out of 26 at the firm nationwide; it ranks number 62 in the city by advisors. 1 list the CFP designation and 5 are also registered broker representatives.

Duncan Financial Planning Advisors advisors in Pittsburgh, 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

Irwin, PA 8Atlanta, 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 Pittsburgh

All Pittsburgh advisors →

Federated Securities Corp. 163Federated Investment Counseling 131PNC Wealth Management LLC 90Merrill Lynch, Pierce, Fenner & Smith Incorporated 64LPL Financial LLC 60Morgan Stanley 57Federated Global Investment Management Corp. 52Mdt Advisers, A Division Of Federated Mdta LLC 51Equitable Advisors, LLC 43Ameriprise Financial Services, LLC 41Park Avenue Securities LLC 34Janney Montgomery Scott LLC 32

Questions

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

5 investment adviser representatives are registered at Duncan Financial Planning Advisors offices in Pittsburgh, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 26 nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.

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

Duncan Financial Planning Advisors ranks number 62 in Pittsburgh by registered advisors; Federated Securities Corp. has the most, with 163.

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

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.