Skip to content

Ethan Patrick Duncan

Investment adviser representative at Fisher Investments
21 yearsExperience
1 stateRegistered in
$386.7BFirm assets
39 yearsFirm in business

Are you Ethan Patrick Duncan? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

21 years in the industry.

  1. Fisher InvestmentsApr 2024 to now
  2. Arvest Wealth ManagementJan 2022 to Mar 2024
  3. Arvest BankMay 2019 to Jan 2022
  4. PenskeJan 2018 to May 2019
  5. White River CreameryApr 2017 to Jan 2018
  6. CavendersNov 2016 to Apr 2017
  7. Duncan Classical AcademyAug 2005 to Nov 2016

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (TX).

Fisher Investments

Legal name: Fisher Asset Management, LLC

$386.7BAssets managed
199,922Clients
2,984Advisers
39 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
7494362
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
CallContact this firm