Amy L. Duncan
Investment adviser representative at Kestra Advisory Services, LLC
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$79.8BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Kestra Advisory Services, LLCJul 2026 to now
- Kestra Investment Services, LLCJul 2026 to now
- Berthel, Fisher & Company Financial Services, Inc.Dec 2025 to Jul 2026
- Bfc Planning, Inc.Dec 2025 to Jul 2026
- Moloney Securities Asset Management LLCFeb 2016 to Dec 2025
- Moloney Investment Advisory LLCFeb 2016 to Dec 2016
- Moloney Securities Co., Inc.May 2005 to Dec 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 4193765
- Firm CRD
- 283330