Amy Duncan is a CFP-designated registered investment advisor, based in Denver, CO, with 26 years of industry experience. Amy is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1551 N Ogden Street, Denver, CO, 80218
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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.
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Amy is involved in several business activities, including real estate ownership through Frisco Chalet, LLC, commercial property ownership through Candlelight Capital, LLC, and an S Corp called Candlelight Ventures, Inc. She also facilitates a networking group for women and is a consultant for Isaginix, a down-line MLM company.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Berthel, Fisher & Company Financial Services, INC.Broker
Bfc Planning, INC.
Moloney Investment Advisory LLC
Moloney Securities Asset Management LLC
Moloney Securities CO., INC.
Moloney Securities CO., INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations20 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.
Exams
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