Duncan Financial Employee Directory
Financial ServicesCalifornia, United States2-10 Employees
Duncan Financial is an independent financial services firm committed to providing our clients with a direct approach to financial planning. We work closely with you to create a financial strategy that meets your needs. We deliver independent financial advice that is designed to help you meet your short term and long term investment and retirement goals. We are not swayed by proprietary interests and provide you with direct advice that puts your needs first. Our experienced advisors have the knowledge to provide simplified solutions to planning your financial future. Securities offered through Securities America, Inc., Member FINRA (www.finra.org) SIPC (www.sipc.org). Advisory services offered through Securities America Advisors, Inc. Duncan Investment Advisors, Inc. (DBA Duncan Financial) and Securities America companies are separate entities. CA Insurance Licenses: Charles Duncan #0706371 & Paul Duncan #0H57504. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Third party posts found on this profile do not reflect the views of Securities America and have not been reviewed by Securities America as to accuracy or completeness.
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