Antoine Lionel Duncan
Investment adviser representative at Cetera Investment Advisers LLC
14 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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 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
14 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Kinji Enterprises LLCOct 2023 to now
- Mpower Practice Management, LLCAug 2019 to now
- Duncan Cpa & Advisor PllcDec 2012 to now
- Avantax Insurance Agency And/or Avantax Insurance ServicesFeb 2020 to Sep 2025
- Avantax Insurance Agency, LLCFeb 2020 to Sep 2025
- Avantax Advisory ServicesMay 2019 to Sep 2025
- Avantax Investment Services, Inc.May 2019 to Sep 2025
- Mohr Partners, Inc.Jul 2018 to Jul 2019
- Money Concepts Capital CorpJun 2017 to Nov 2018
- Hd Vest Advisory ServicesFeb 2017 to Jun 2017
- Hd Vest Investment ServicesAug 2016 to Feb 2017
- Realpage, Inc.Dec 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 6692711
- Firm CRD
- 105644