Joseph Daniel Duncan
Investment adviser representative at Spg Advisors LLC
12 yearsExperience
6 statesRegistered in
$535.4MFirm assets
6 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.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Spg Advisors LLCMay 2020 to now
- The Retirement SolutionDec 2014 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 6 states (AZ, CA, ID, OR, TX, WA).
Spg Advisors LLC
$535.4MAssets managed
692Clients
9Advisers
6 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
- 6134515
- Firm CRD
- 284496