Duncan Maceachern
Duncan Maceachern is a registered investment advisor at LPL Financial LLC, based in Rochester, MI, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
414 East Street, Rochester, MI, 48307
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Regulatory History (3)
Customer Dispute
June 2025Customer Dispute
February 2024Customer Dispute
April 2023Other Business ActivitiesSells Insurance
Duncan operates under the DBAs Celtic Wealth Management Group, Inc. (since 2006) and Aquest Wealth Strategies (since 2024) for his LPL business. He also has a business entity, CWMG, LLC, for tax/investment purposes and real estate rental, and sells non-variable insurance, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
First Union Securities, INC.Broker
First of Michigan CorporationBroker
Shearson Lehman Hutton INC.Broker
State Registrations15 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.