John Allan Duncan
Investment adviser representative at Wright Wealth LLC
12 yearsExperience
3 statesRegistered in
$188.5MFirm assets
Under 1 yearFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Wright Wealth LLCAug 2023 to now
- Novapoint Capital LLCJan 2022 to Jul 2023
- Capital Asset Advisory ServicesSep 2019 to Jan 2022
- Dempsey Lord Smith, LLCApr 2019 to Sep 2019
- Smartlife Financial Group LLCApr 2019 to Sep 2019
- Edward JonesApr 2014 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 3 states (FL, GA, NC).
Wright Wealth LLC
$188.5MAssets managed
242Clients
7Advisers
Under 1 yearIn 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
- 6323404
- Firm CRD
- 321215