Brian David Duncan
Investment adviser representative at Duncan Financial Planning Advisors
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
17 years in the industry.
- Duncan Financial Planning AdvisorsJul 2023 to now
- Cambridge Investment Research Advisors, IncSep 2011 to now
- Cambridge Investment Research, IncSep 2011 to now
- Duncan Accounting & TaxJan 2009 to now
- Duncan Financial GroupJan 2009 to now
- Wealth Preservation & ManagementJan 2009 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (PA).
Duncan Financial Planning Advisors
Legal name: Duncan Financial Group LLC
$0Assets managed
3Clients
27Advisers
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
- 5146077
- Firm CRD
- 309454