Joshua Scott Duncan
Investment adviser representative at F5 Financial Planning, L.L.C.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$168.7MFirm 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
13 years in the industry.
- F5 Financial Planning, L.L.C.Oct 2018 to now
- Edward JonesApr 2013 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (FL, GA).
F5 Financial Planning, L.L.C.
$168.7MAssets managed
128Clients
4Advisers
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
- 6184795
- Firm CRD
- 170674