Michael Duncan
Investment adviser representative at Kestra Advisory Services, LLC
16 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 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
Experience
16 years in the industry.
- Kestra Advisory Services, LLCAug 2025 to now
- Kestra Investment Services, LLCAug 2025 to now
- Wells Fargo Clearing Services LLCSep 2021 to Jul 2025
- US Tech SolutionsSep 2021 to Jan 2022
- UnemployedMay 2021 to Aug 2021
- Papa JohnsSep 2020 to Apr 2021
- Houndstooth Express Car WashSep 2019 to Mar 2020
- Oxmoor Valley Golf CourseMay 2019 to Jan 2021
- UnemployedDec 2018 to May 2019
- Your Golf SuperstoreSep 2018 to Nov 2018
- Hendrick ChevroletJul 2018 to Aug 2018
- UnemployedJan 2018 to Jul 2018
- University of AlabamaAug 2017 to May 2021
- Auto Spa EtcJul 2015 to Jan 2018
- Rockwood School DistrictJan 2010 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 7443009
- Firm CRD
- 283330