Elizabeth Dorothy Kline
Investment adviser representative at Duncan Financial Planning Advisors
11 yearsExperience
1 stateRegistered in
$0Firm assets
5 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.
HourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
11 years in the industry.
- Duncan Financial Planning AdvisorsMar 2026 to now
- Cambridge Investment Research Advisors, Inc.Aug 2024 to now
- Cambridge Investment Research, Inc.Aug 2024 to now
- Federated Global Investment Management CompanyNov 2019 to Jul 2024
- Federated Investment CounselingNov 2019 to Jul 2024
- Mdta Advisers, A Division of Federated Mdta LLCNov 2019 to Jul 2024
- Federated Hermes, Inc.Jul 2019 to Jul 2024
- Federated Securities CorpJul 2019 to Jul 2024
- Gampel Pavilion FacultyJan 2019 to May 2019
- Duncan Financial GroupMay 2016 to Jul 2018
- University of ConnecticutSep 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
Duncan Financial Planning Advisors
Legal name: Duncan Financial Group LLC
$0Assets managed
3Clients
27Advisers
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
- 6966188
- Firm CRD
- 309454