Duncan Sandiland
Duncan Sandiland is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in The Woodlands, TX, with 28 years of industry experience. Duncan is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
The Woodlands, TX
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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
Duncan owns Sandiland Financial Solutions, providing tax preparation and accounting services since 1995, taking nearly full-time. He also sells equity indexed annuities and writes insurance policies through Avantax Insurance Agency, but these activities require minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations13 states
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Exams
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