Larry Qvistgaard
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Larry Qvistgaard Email & Phone Number

President, Duncan Advisor Resources at Duncan Advisor Resources
Location: San Clemente, California, United States 8 work roles 3 schools
1 work email found @duncanar.com 1 phone found area 707 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email l****@duncanar.com
Direct phone (707) ***-****
LinkedIn Profile matched
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Current company
Role
President, Duncan Advisor Resources
Location
San Clemente, California, United States

Who is Larry Qvistgaard? Overview

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Quick answer

Larry Qvistgaard is listed as President, Duncan Advisor Resources at Duncan Advisor Resources, based in San Clemente, California, United States. AeroLeads shows a work email signal at duncanar.com, phone signal with area code 707, and a matched LinkedIn profile for Larry Qvistgaard.

Larry Qvistgaard previously worked as President, COO at Duncan Advisor Resources and Branch Manager at Cambridge Investment Research. Larry Qvistgaard holds Ba, Legal Studies from University Of California, Berkeley.

Company email context

Email format at Duncan Advisor Resources

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{first}.{last}@duncanar.com
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AeroLeads found 1 current-domain work email signal for Larry Qvistgaard. Compare company email patterns before reaching out.

Profile bio

About Larry Qvistgaard

For over 30 years I've helped financial advisors grow their businesses through innovative sales and marketing strategies. I've also designed and distributed fixed and variable financial services products and programs. In 2007, I sold the broker/dealer and registered investment advisor I founded in the mid-1990's and struck out on my own as a financial advisor.After several years, I realized that while I loved helping my clients build and preserve their wealth, I wanted to return to working with financial advisors. While not losing touch with my retail clients, I found a way to combine my two passions within the financial services industry, as a consultant - an Advisor for Financial Advisors.Why Advisor for Financial Advisors? Because, after years of running a large corporation and working with financial advisors who were, by and large, small business owners, I realized that I had access to support systems and networks that they didn't.Large businesses have key hires, boards of directors and paid consultants to turn to for, among other things, business development and expansion strategies as well as product management and due diligence.As small business owners, where do financial advisors turn for this sort of support and guidance? They can look no further than the Advisor for Financial Advisors.I bring financial advisors access to my years of experience in Sales, Marketing, Product Development and Distribution within the financial services industry. I am a "sounding board" for new product implementation along with their sales and marketing endeavors.Let me be your Thought Leader. Helping you bring sales and marketing ideas to life.

Listed skills include Business Development, Branch Management, Recruiting, Financial Planning, and 12 others.

Current workplace

Larry Qvistgaard's current company

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Duncan Advisor Resources
Duncan Advisor Resources
President, Duncan Advisor Resources
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8 roles

Larry Qvistgaard work experience

A career timeline built from the work history available for this profile.

President, Coo

Current

Irwin, Pennsylvania, US

As President of Duncan Advisor Resources, a division of Duncan Financial Group and a branch office of Cambridge Investment Research, I oversee day-to-day operations of the multiple branch offices associated with our organization, providing the branch managers and the advisors they supervise with the service, support and resources to help in the growth and.

Feb 2016 - Present

Branch Manager

Current

Fairfield, IA, US

I own SMC Wealth Management. I guide individuals, whether retirees or pre-retirees, through the retirement and income planning process.I am also President of Duncan Advisor Resources. In this capacity, I oversee day-to-day operations of the multiple branch offices associated with our organization, providing the branch managers and the advisors they.

May 2013 - Present

Managing Director

Atlantic Financial Group

I am a branch manager within a fast growing branch at Cambridge Investment Research, my principal responsibilities are to recruit, train, motivate and supervise the financial advisors who are affiliated with my branch office.

May 2013 - Feb 2016

Advisor For Financial Advisors

Boardman, OH, US

Financial Advisors need support and guidance with various aspects of their business. For their sales, marketing and product due diligence support, I'm their advisor, mentor and business partner all in one.From business planning to implementation of a new marketing program, I provide Financial Advisors with the sales and marketing concepts, product.

Jan 2009 - Jan 2016

President, Co-Founder

Smc Advisory Network, Llc

Drawing on my past experience in developing an independent Broker/Dealer and Registered Investment Advisor, the founding of SMC Advisory Network was born. As a Registered Investment Advisor, SMC is focused on supporting today's successful independent financial advisors.While many financial advisors want the flexibility to run their own company, not many.

Dec 2012 - Jul 2013

Financial Advisor

Denver, CO, US

As a Registered Principal and Investment Advisor Representative, I specialize in retirement planning and corporate qualified plan management. I provide financial advice in delivering personalized retirement plan solutions.Securities and investment advice offered through Multi Financial Securities Corporation, a registered Broker/Dealer and Investment.

Jul 2007 - Dec 2012

Vp Sales & Marketing

Petaluma, California, US

Responsible for overall development of the company from recruiting financial advisors to, sales management, marketing and promotion.

Apr 1994 - Jul 2007

Marketing Vice President

Regan Holding Corp.

Recruit, train and motivate financial advisors on the company's products. Developed proprietary variable life and annuity products.

Jan 1990 - Jan 1994
3 education records

Larry Qvistgaard education

Ba, Legal Studies

University Of California, Berkeley

Legal Studies, General

Pacific Lutheran University

High School

San Rafael High School
FAQ

Frequently asked questions about Larry Qvistgaard

Quick answers generated from the profile data available on this page.

What company does Larry Qvistgaard work for?

Larry Qvistgaard works for Duncan Advisor Resources.

What is Larry Qvistgaard's role at Duncan Advisor Resources?

Larry Qvistgaard is listed as President, Duncan Advisor Resources at Duncan Advisor Resources.

What is Larry Qvistgaard's email address?

AeroLeads has found 1 work email signal at @duncanar.com for Larry Qvistgaard at Duncan Advisor Resources.

What is Larry Qvistgaard's phone number?

AeroLeads has found 1 phone signal(s) with area code 707 for Larry Qvistgaard at Duncan Advisor Resources.

Where is Larry Qvistgaard based?

Larry Qvistgaard is based in San Clemente, California, United States while working with Duncan Advisor Resources.

What companies has Larry Qvistgaard worked for?

Larry Qvistgaard has worked for Duncan Advisor Resources, Cambridge Investment Research, Atlantic Financial Group, Medallion Financial Distributors, and Smc Advisory Network, Llc.

How can I contact Larry Qvistgaard?

You can use AeroLeads to view verified contact signals for Larry Qvistgaard at Duncan Advisor Resources, including work email, phone, and LinkedIn data when available.

What schools did Larry Qvistgaard attend?

Larry Qvistgaard holds Ba, Legal Studies from University Of California, Berkeley.

What skills is Larry Qvistgaard known for?

Larry Qvistgaard is listed with skills including Business Development, Branch Management, Recruiting, Financial Planning, Financial Advisory, Retirement Income Strategies, Asset Allocation, and Investments.

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