Brian Duncan
Brian Duncan is a CFP-designated registered investment advisor at Duncan Financial Planning Advisors, based in Irwin, PA, with 18 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 2 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Location
311 Main St, Irwin, PA, 15642
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is a partner in two real estate ventures since 2012, and owns another real estate business starting in 2025, dedicating minimal time to each. He also serves as an advisory representative for two RIAs, works as a W2 employee providing pension services, and is the owner/partner of Jacktown Capital Resources, taking about half of Brian's time for these investment-related activities.
Employment History
Current Registrations
Duncan Financial Planning Advisors
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Federated Investment Counseling
Federated Securities CORP.Broker
State Registrations16 states
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