Duncan Advisor Resources
Financial Services
Irwin, Pennsylvania, United States
9 employees
- Employees
- 9
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Duncan Advisor Resources Overview
- Headquarters
- Irwin, Pennsylvania, United States
- Phone Number
- Available in AeroLeads
- Website
- duncanar.com
- Industry
- Financial Services
- Employees
- 9
- Founded
- 2006
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Duncan Advisor Resources
We are a brokerage general agency & broker-dealer branch built on a platform that brings together elite level solutions, support, & resources across all product lines- allowing you to be the trusted advisor for your clients. Our approach helps to develop advisors & clients alike: delivering customized comprehensive solutions that fit your clients’ needs rather than our business’ interests, alleviating the difficulties associated with doing business, & cultivating deeper relationships with all stakeholders Our job is much greater than simply compliance oversight. We focus on offering advisors access to a truly unique organization & resource both within Cambridge Investment Research, Inc. & the independent advisor/broker-dealer marketplace. While all financial advisors render similar services, how these services are provided, what added value is offered to you and your business prospects & at what price, can be game-changers. Differences that ultimately drive your success in the industry. Through a commitment to excellence, sustainable partnerships, & camaraderie, we have grown a dynamic group of outstanding representatives & advisors who listened to our story, made it their own, & partnered with us to achieve their vision. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products & services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge & Duncan Advisor Resources & its subsidiaries are separate entities. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of #228970
Duncan Advisor Resources Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Duncan Advisor Resources Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Kellie Duffy | Compliance Associate | Omaha Metropolitan Area, United States |
Email
Phone
|
| Larry Qvistgaard | President, Duncan Advisor Resources | San Clemente, California, United States |
Email
|
| Thomas Block 🧑🧑🧑🧑 | Greater Richmond Region, United States |
Email
Phone
|
|
| Catherine "Cj" Lavoie | Securities Principal - Compliance | Pittsburgh, Pennsylvania, United States |
View
|
Employees by Management Level
Director
2 profiles
Associate / junior
2 profiles
Executive
1 profile
Manager
1 profile
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 2 | 2 | 0 |
| Legal | 1 | 1 | 1 |
| Sales | 1 | 1 | 0 |
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