Larry Qvistgaard
Larry Qvistgaard is a registered investment advisor at Duncan Financial Planning Advisors, based in Irwin, PA, with 34 years of industry experience. Larry 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
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2009Customer Dispute
June 2007Customer Dispute
December 2005Regulatory
December 1999Other Business ActivitiesSells Insurance
Larry is an owner/agent at SMC Wealth Management since 2007, selling various insurance products and spends nearly full-time as a financial professional utilizing the DBA name Duncan Advisor Resources. He is also an advisory representative of a RIA and an ADV REP of a registered investment advisor, and an administrator coordinating an annual study group meeting.
Employment History
Current Registrations
Duncan Financial Planning Advisors
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Smc Advisory Network, LLC
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Legacy Advisory Services, INC.
Legacy Financial Services, INC.Broker
Securities Management & Research, INC.Broker
Valley Forge Distributors, INC.Broker
Multi-Financial Securities CorporationBroker
New England SecuritiesBroker
Federation for Financial IndependenceBroker
Midamerica Management CorporationBroker
State Registrations51 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.