Charles Duncan is a CFA-designated registered investment advisor at Aptus Financial, LLC, based in Little Rock, AR, with 24 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Aptus Financial does not manage client investments. Instead, Aptus provides investment advisory services to do-it-yourself investors. Aptus will educate clients about potential low-cost index funds and/or exchange-traded funds (ETFs) that are designed to help the clients capture market returns.
Location
Little Rock, AR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles serves on the board and finance committee of P.A.R.K. Foundation, a non-profit organization benefiting at-risk youth. He spends minimal time on this activity, making recommendations regarding the foundation's investment portfolio.
Employment History
Current Registrations
Aptus Financial, LLC
State Registrations2 states
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