Charles Matthew Duncan
Investment adviser representative at Aptus Financial, LLC
26 yearsExperience
2 statesRegistered in
CFADesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Aptus Financial, LLCJul 2018 to now
- Stephens IncJun 2000 to Jul 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 2 states (AR, TX).
Aptus Financial, LLC
Legal name: Aptus Financial LLC
$0Assets managed
0Clients
13Advisers
5 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
- 3073476
- Firm CRD
- 280033