What departments does Duncan Financial have?

Duncan Financial has employees across 1 departments including Administrative.

What is the largest department at Duncan Financial?

The largest department at Duncan Financial is Administrative with 1 employees.

Where are Duncan Financial employees located globally?

Duncan Financial has employees across 1 continents and 1 countries including United States Of America.

How has Duncan Financial's team size changed over time?

Duncan Financial's team has remained stable from approximately 1 to 1 employees based on available data.

Duncan Financial Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Duncan Financial is an independent financial services firm based in Carlsbad, California, offering personalized financial planning and advisory services. Its approach emphasizes direct, client-focused guidance aimed at helping individuals align short-term and long-term investment and retirement objectives while avoiding conflicts of interest tied to proprietary products. The firm provides independent advice through its advisors, with services structured to simplify complex financial planning matters and support clients in navigating their financial futures. Duncan Financial operates within the securities and advisory services landscape, working with affiliated entities and holding California insurance licenses for its principals. A notable development in its recent history is a partnership announced in May 2022 with Beacon Pointe Advisors and Goldstein Group Financial Advisors, indicating strategic collaboration within the industry.

Duncan Financial Global Highlights

North America
5

United States Of America
5

Duncan Financial's Leadership

E. D.
Office Manager
Mobile Phone
Email

Duncan Financial Employee Metrics

100%

50%

0%

2026

2025

Accounting
Administrative
Analytics
Arts & Design
Banking
Other

Contact profiles from Duncan Financial

Name

Title

Contact

Location

Last Update

E. D.
Office Manager
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Duncan Financial known for?

Duncan Financial was founded in 1986 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-888-756-****

. Explore Duncan Financial's company overview page for more information.

What is Duncan Financial's most common email format?

Duncan Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Duncan Financial email formats with LeadIQ.

How many employees does Duncan Financial have currently?

Duncan Financial has approximately 3 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Duncan Financial's key employees and leadership?

As of July 2026, Duncan Financial's key employees include:

Office Manager: E. D.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Duncan Financial Employee Directory

Find Duncan Financial employees' phone numbers or email addresses

Name search is limited — try advanced search instead