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Larry Duncan

43 Years of Experience
West Point, GA
1 DisclosureBroker

Larry Duncan is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in West Point, GA, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

802 1st Avenue, West Point, GA, 31833

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History

Regulatory History (1)
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Customer Dispute
August 2025
Pending
Other 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
March 2010 - Present · 16 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2010 - Present · 16 yrs 2 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - April 2010 · 10 mos
Morgan Stanley Smith Barney LLC
June 2009 - April 2010 · 10 mos
Citigroup Global Markets INC.
April 2003 - June 2009 · 6 yrs 2 mos
Citigroup Global Markets INC.Broker
January 2002 - June 2009 · 7 yrs 5 mos
The Robinson-Humphrey Company, LLCBroker
June 1992 - January 2002 · 9 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
May 1982 - June 1992 · 10 yrs 1 mo
State Registrations16 states
ALCACOFLGAINLAMSNCNJNYOHOKTXVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.