Larry Duncan
Larry Duncan is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in West Point, GA, with 44 years of industry experience. Larry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
802 1st Avenue, West Point, GA, 31833
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2025Other Business Activities
Larry is the owner of Client First Financial Services, LLC, an owner support company, dedicating about 10-20% of his time. He also serves as a trustee for MissionSource Ministries, a non-profit, spending a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
The Robinson-Humphrey Company, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.