Robert Duncan is a CFP-designated registered investment advisor, based in Port Charlotte, FL, with 31 years of industry experience.
Location
17466 Foremost Ln, Port Charlotte, FL, 33948
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Regulatory History
Clean regulatory record
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.
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Robert is involved in tax preparation and accounting services through Foremost Business Services since 1990. This activity takes nearly full-time hours.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Cetera Investment Advisers LLC
August 2025 - Present · 1 yr 1 mo
Previous Registrations
Avantax Advisory Services
August 1995 - September 2025 · 30 yrs 1 mo
Avantax Investment Services, INC.Broker
October 1994 - September 2025 · 30 yrs 11 mos
State Registrations1 state
FL
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.