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Bradley Duncan Email & Phone Number
Investment Operations Specialist
at
Beacon Financial Group - Wealth Management Services
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Operations Specialist
Location
Dallas, Texas, United States
Company size
Who is Bradley Duncan? Overview
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Quick answer
Bradley Duncan is listed as Investment Operations Specialist at Beacon Financial Group - Wealth Management Services, a with 18 employees, based in Dallas, Texas, United States. AeroLeads shows a matched LinkedIn profile for Bradley Duncan.
Bradley Duncan previously worked as Brokerage Services Associate at Charles Schwab and Investor Services Apprentice at Charles Schwab. Bradley Duncan holds Bachelor Of Business Administration In Finance, Finance from University Of North Texas.
Company email context
Email format at Beacon Financial Group - Wealth Management Services
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Beacon Financial Group - Wealth Management Services
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Profile bio
About Bradley Duncan
BBA in Finance with Minors in Marketing & Real Estate. Fully licensed broker alongside 2+ years of financial services experience.
Current workplace
Bradley Duncan's current company
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Beacon Financial Group - Wealth Management Services
7 roles
Bradley Duncan work experience
A career timeline built from the work history available for this profile.
Investment Operations Specialist
Brokerage Services Associate
Jul 2023 - Apr 2024
Investor Services Apprentice
Jan 2022 - Jan 2023
Participant Services Apprentice
Oct 2021 - Jan 2022
Ecommerce Clerk
Oct 2018 - Jul 2019
Team & coworkers
Colleagues at Beacon Financial Group - Wealth Management Services
Other employees you can reach at beaconfg.com. View company contacts for 18 employees →
BS
Brandon Sherbert
Colleague at Beacon Financial Group - Wealth Management ServicesDallas, Texas, United States
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OM
Oliver Matison, Cfp®, Cpwa®, Ea
Colleague at Beacon Financial Group - Wealth Management ServicesLewisville, Texas, United States
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SE
Stephen Engro
Colleague at Beacon Financial Group - Wealth Management ServicesDallas, Texas, United States
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MW
Melissa Wheeler
Colleague at Beacon Financial Group - Wealth Management ServicesPrinceton, Texas, United States
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AR
Andy Rogers
Colleague at Beacon Financial Group - Wealth Management ServicesDallas, Texas, United States
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GP
Gus Payne
Colleague at Beacon Financial Group - Wealth Management ServicesAustin, Texas, United States
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Brandon Sherbert
Colleague at Beacon Financial Group - Wealth Management ServicesDallas, Texas, United States
View →
OM
Oliver Matison, Cfp®, Cpwa®, Ea
Colleague at Beacon Financial Group - Wealth Management ServicesLewisville, Texas, United States
View →
SE
Stephen Engro
Colleague at Beacon Financial Group - Wealth Management ServicesDallas, Texas, United States
View →
MW
Melissa Wheeler
Colleague at Beacon Financial Group - Wealth Management ServicesPrinceton, Texas, United States
View →
AR
Andy Rogers
Colleague at Beacon Financial Group - Wealth Management ServicesDallas, Texas, United States
View →
GP
Gus Payne
Colleague at Beacon Financial Group - Wealth Management ServicesAustin, Texas, United States
View →
1 education record
Bradley Duncan education
-
University Of North Texas
FAQ
Frequently asked questions about Bradley Duncan
Quick answers generated from the profile data available on this page.
What company does Bradley Duncan work for?
Bradley Duncan works for Beacon Financial Group - Wealth Management Services.
What is Bradley Duncan's role at Beacon Financial Group - Wealth Management Services?
Bradley Duncan is listed as Investment Operations Specialist at Beacon Financial Group - Wealth Management Services.
Where is Bradley Duncan based?
Bradley Duncan is based in Dallas, Texas, United States while working with Beacon Financial Group - Wealth Management Services.
What companies has Bradley Duncan worked for?
Bradley Duncan has worked for Beacon Financial Group - Wealth Management Services, Charles Schwab, Fidelity Investments, and Kroger.
Who are Bradley Duncan's colleagues at Beacon Financial Group - Wealth Management Services?
Bradley Duncan's colleagues at Beacon Financial Group - Wealth Management Services include Brandon Sherbert, Oliver Matison, Cfp®, Cpwa®, Ea, Stephen Engro, Melissa Wheeler, and Andy Rogers.
How can I contact Bradley Duncan?
You can use AeroLeads to view verified contact signals for Bradley Duncan at Beacon Financial Group - Wealth Management Services, including work email, phone, and LinkedIn data when available.
What schools did Bradley Duncan attend?
Bradley Duncan holds Bachelor Of Business Administration In Finance, Finance from University Of North Texas.
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