David Duncan
David Duncan is a CFP-designated registered investment advisor at Duncan Financial Planning Advisors, based in Irwin, PA, with 43 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 2 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Location
311 Main St, Irwin, PA, 15642
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is the CEO/Owner of Duncan Financial Group LLC and CEO of Irwin Capital Management LLC. He is also an independent insurance agent for various insurance companies, spending about half his time on this activity.
Employment History
Current Registrations
Duncan Financial Planning Advisors
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Walnut Street Securities, INC.Broker
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Advantage Capital CorporationBroker
Aetna Life Insurance and Annuity CompanyBroker
Travelers Equities Sales, INC.Broker
State Registrations51 states
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