Ben James Duncanson
Investment adviser representative at Badgley Phelps Wealth Managers
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$7.3BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Badgley Phelps Wealth ManagersMar 2025 to now
- Ifp Securities. LLCApr 2023 to now
- Charles Schwab & Co., Inc.Oct 2015 to Mar 2023
- Charles Schwab BankOct 2015 to Mar 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (ID, WA).
Badgley Phelps Wealth Managers
Legal name: Badgley Phelps Wealth Managers, LLC
$7.3BAssets managed
1,356Clients
28Advisers
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
- 6378739
- Firm CRD
- 315440