Donald Louis Waite
Investment adviser representative at Duncan Financial Planning Advisors
14 yearsExperience
1 stateRegistered in
$0Firm assets
5 yearsFirm in business
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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
14 years in the industry.
- Duncan Financial Planning AdvisorsMar 2026 to now
- Cambridge Investment Research Advisors, Inc.Jan 2013 to now
- Cambridge Investment Research, IncFeb 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2013
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
- 6030353
- Firm CRD
- 309454