Charles George Duncan
Investment adviser representative at Beacon Pointe Advisors, LLC
40 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$54.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
40 years in the industry.
- Beacon Pointe Advisors, LLCMar 2022 to now
- Beacon Pointe Insurance Services, LLCMar 2022 to now
- Purshe Kaplan Sterling InvestmentsApr 2022 to Sep 2024
- Securities America AdvisorsAug 2015 to Mar 2022
- Duncan Investment Advisors, Inc.Jan 2011 to Mar 2022
- Securities America, IncAug 1999 to Mar 2022
- Duncan FinancialMay 1986 to Mar 2022
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Beacon Pointe Advisors, LLC
$54.9BAssets managed
29,929Clients
470Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1840053
- Firm CRD
- 119290