Investment Advisor
CurrentHelping individuals and small businesses with investing and insurance
Jul 2023 - Present
AeroLeads people directory · profile
Allan Duncan Email & Phone Number
Investment Advisor
at
Independent Agent
1 work email found
@edwardjones.com
1 phone found area 314
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Advisor
Location
Atlanta Metropolitan Area, United States
Company size
Who is Allan Duncan? Overview
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Quick answer
Allan Duncan is listed as Investment Advisor at Independent Agent, a with 973 employees, based in Atlanta Metropolitan Area, United States. AeroLeads shows a work email signal at edwardjones.com, phone signal with area code 314, and a matched LinkedIn profile for Allan Duncan.
Allan Duncan previously worked as Investment Adviser at Novapoint Capital Llc and Fiduciary Advisor at Personalized Wealth Advisors. Allan Duncan holds Bachelor Of Arts (Ba), Mass Communication/Media Studies from University Of West Georgia.
Company email context
Email format at Independent Agent
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{first}.{last}@edwardjones.com
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AeroLeads found 1 current-domain work email signal for Allan Duncan. Compare company email patterns before reaching out.
Profile bio
About Allan Duncan
An experienced Independent Fiduciary Adviser with a demonstrated history of working in the financial services. My goal is to provide clients with quality investment strategies to support the serious long term investor. Using an established process, my client are able to plan and execute an investment strategy personalized to their ever changing needs.
Listed skills include Sales, Strategic Planning, New Business Development, Social Media Marketing, and 24 others.
Current workplace
Allan Duncan's current company
Company context helps verify the profile and gives searchers a useful next step.
Independent Agent
7 roles · 34 years
Allan Duncan work experience
A career timeline built from the work history available for this profile.
Investment Adviser
An experienced Independent Fiduciary Adviser with a demonstrated history of working in the financial services. My goal is to provide clients with quality investment strategies to support the serious long term investor. Using an established process, my client are able to plan and execute an investment strategy personalized to their ever changing needs.
Dec 2021 - Jul 2023
Fiduciary Advisor
Personalized Wealth Advisors
Oct 2020 - Dec 2021
Financial Advisor
Comprehensive financial planning services including wealth management, estate planning, retirement planning, life protections, legacy planning, and company benefits.
Sep 2019 - Oct 2020
Financial Advisor
Apr 2019 - Sep 2019
Financial Advisor With Edward Jones
Dec 2014 - Mar 2019
Management
1993 - 1996
~3 yrs
Team & coworkers
Colleagues at Independent Agent
Other employees you can reach at directionsintravel.co.uk. View company contacts for 973 employees →
JS
Jeremy Swafford
Colleague at Independent AgentAlbuquerque-Santa Fe Metropolitan Area, United States
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JF
Jessica Fyock
Colleague at Independent AgentJohnstown, Pennsylvania, United States
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MS
Michelle Sims
Colleague at Independent AgentWest Palm Beach, Florida, United States
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SA
Sherrelle Arnold
Colleague at Independent AgentMemphis, Tennessee, United States
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MH
Mila Hofmann
Colleague at Independent AgentFrankfurt Rhine-Main Metropolitan Area, Germany
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RR
Ramsey Rabie
Colleague at Independent AgentHouston, Texas, United States
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OS
Olliver Smith
Colleague at Independent AgentColumbus, Ohio, United States
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MJ
Mt Jauhari
Colleague at Independent AgentCentral Cikarang, West Java, Indonesia
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MW
Mary Wells
Colleague at Independent AgentCenterville, Iowa, United States
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VA
Vickie Anderson
Colleague at Independent AgentEastover, South Carolina, United States
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Jeremy Swafford
Colleague at Independent AgentAlbuquerque-Santa Fe Metropolitan Area, United States
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JF
Jessica Fyock
Colleague at Independent AgentJohnstown, Pennsylvania, United States
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MS
Michelle Sims
Colleague at Independent AgentWest Palm Beach, Florida, United States
View →
SA
Sherrelle Arnold
Colleague at Independent AgentMemphis, Tennessee, United States
View →
MH
Mila Hofmann
Colleague at Independent AgentFrankfurt Rhine-Main Metropolitan Area, Germany
View →
RR
Ramsey Rabie
Colleague at Independent AgentHouston, Texas, United States
View →
OS
Olliver Smith
Colleague at Independent AgentColumbus, Ohio, United States
View →
MJ
Mt Jauhari
Colleague at Independent AgentCentral Cikarang, West Java, Indonesia
View →
MW
Mary Wells
Colleague at Independent AgentCenterville, Iowa, United States
View →
VA
Vickie Anderson
Colleague at Independent AgentEastover, South Carolina, United States
View →
2 education records
Allan Duncan education
Bachelor Of Arts (Ba), Mass Communication/Media Studies
University Of West Georgia
French Language And Culture - Summer
Laval University
FAQ
Frequently asked questions about Allan Duncan
Quick answers generated from the profile data available on this page.
What company does Allan Duncan work for?
Allan Duncan works for Independent Agent.
What is Allan Duncan's role at Independent Agent?
Allan Duncan is listed as Investment Advisor at Independent Agent.
What is Allan Duncan's email address?
AeroLeads has found 1 work email signal at @edwardjones.com for Allan Duncan at Independent Agent.
What is Allan Duncan's phone number?
AeroLeads has found 1 phone signal(s) with area code 314 for Allan Duncan at Independent Agent.
Where is Allan Duncan based?
Allan Duncan is based in Atlanta Metropolitan Area, United States while working with Independent Agent.
What companies has Allan Duncan worked for?
Allan Duncan has worked for Independent Agent, Novapoint Capital Llc, Personalized Wealth Advisors, Scarlet Oak Financial Services, Llc, and Dempsey Lord Smith, Llc.
Who are Allan Duncan's colleagues at Independent Agent?
Allan Duncan's colleagues at Independent Agent include Jeremy Swafford, Jessica Fyock, Michelle Sims, Sherrelle Arnold, and Mila Hofmann.
How can I contact Allan Duncan?
You can use AeroLeads to view verified contact signals for Allan Duncan at Independent Agent, including work email, phone, and LinkedIn data when available.
What schools did Allan Duncan attend?
Allan Duncan holds Bachelor Of Arts (Ba), Mass Communication/Media Studies from University Of West Georgia.
What skills is Allan Duncan known for?
Allan Duncan is listed with skills including Sales, Strategic Planning, New Business Development, Social Media Marketing, Sales Management, Marketing Communications, Advertising, and Radio.
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