Bradley Duncan

Bradley Duncan Email and Phone Number

Investment Operations Specialist at Beacon Financial Group @ Beacon Financial Group - Wealth Management Services
Dallas, TX, US
Bradley Duncan's Location
Dallas, Texas, United States, United States
About Bradley Duncan

BBA in Finance with Minors in Marketing & Real Estate. Fully licensed broker alongside 2+ years of financial services experience.

Bradley Duncan's Current Company Details
Beacon Financial Group - Wealth Management Services

Beacon Financial Group - Wealth Management Services

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Investment Operations Specialist at Beacon Financial Group
Dallas, TX, US
Website:
beaconfg.com
Employees:
18
Bradley Duncan Work Experience Details
  • Beacon Financial Group - Wealth Management Services
    Beacon Financial Group - Wealth Management Services
    Dallas, Tx, Us
    View
  • Beacon Financial Group - Wealth Management Services
    Investment Operations Specialist
    Beacon Financial Group - Wealth Management Services May 2024 - Present
    Dallas, Tx, Us
    View
  • Charles Schwab
    Brokerage Services Associate
    Charles Schwab Jul 2023 - Apr 2024
    Westlake, Texas, Us
    View
  • Charles Schwab
    Investor Services Apprentice
    Charles Schwab Jan 2022 - Jan 2023
    Westlake, Texas, Us
    View
  • Fidelity Investments
    Participant Services Apprentice
    Fidelity Investments Oct 2021 - Jan 2022
    Boston, Ma, Us
    View
  • Kroger
    Ecommerce Clerk
    Kroger Oct 2018 - Jul 2019
    Cincinnati, Ohio, Us
    View

Bradley Duncan Education Details

  • University Of North Texas
    University Of North Texas
    Finance

Frequently Asked Questions about Bradley Duncan

What company does Bradley Duncan work for?

Bradley Duncan works for Beacon Financial Group - Wealth Management Services

What is Bradley Duncan's role at the current company?

Bradley Duncan's current role is Investment Operations Specialist at Beacon Financial Group.

What schools did Bradley Duncan attend?

Bradley Duncan attended University Of North Texas.

Who are Bradley Duncan's colleagues?

Bradley Duncan's colleagues are Oliver Matison, Cfp®, Cpwa®, Ea, Stephen Engro, Gus Payne, Brandon Sherbert, Melissa Wheeler, Andy Rogers.

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