Duncan Advisor Resources

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 Insurance
Monetary 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 Contact
Kellie Duffy Compliance Associate
Email Phone
Larry Qvistgaard President, Duncan Advisor Resources
Email
Thomas Block 🧑🧑🧑🧑
Email Phone
Catherine "Cj" Lavoie Securities Principal - Compliance
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 Email Phone
Executive 2 2 0
Legal 1 1 1
Sales 1 1 0

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