Timothy Duncan
Timothy Duncan is a registered investment advisor at Duncan Financial Group, LLC, based in Rangeley, ME, with 29 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
DFG offers financial planning services on a fixed-fee basis, with fees ranging from $2,500 to $30,000. The exact fee depends on the time spent, number of meetings, complexity of your situation, amount of research, services requested, and staff resources.
Location
Rangeley, ME
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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
Timothy is an Owner and Investment Advisor Representative at Duncan Financial Group, LLC, offering financial planning and consulting services. He also sells fixed insurance as an agent under the name Duncan Financial Group, LLC.
Employment History
Current Registrations
Duncan Financial Group, LLC
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Dfg Advisors, INC.
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
State Registrations18 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.