Daniel Duncan is a registered investment advisor, based in Itasca, IL, with 23 years of industry experience.
Location
100 Pierce Rd., Ste 100, Itasca, IL, 60143
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is an owning member/financial professional at CDH Wealth Management LLC since 2002, and a partner at CDH CPA PLLC since 2024, dedicating full-time hours. He also serves as CFO of CDH PC, a public accounting firm, and co-trustee for multiple family trusts, while co-owning a real estate LLC.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
1st Global Capital CORP.Broker
1st Global Advisors INC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations2 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.