Kenneth Duncan is a CFP-designated registered investment advisor at LPL Financial LLC, based in Durango, CO, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
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Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
277 E. 3rd Ave Unit A, Durango, CO, 81301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kenneth operates Western Wealth Management as a DBA for his LPL business and as a Registered Investment Advisor. He also engages in real estate rental activities and Durango Financial Planning, dedicating about a quarter of his time to the latter.
Employment History
Current Registrations
LPL Financial LLC
Western Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Western Wealth Management LLC
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
State Registrations11 states
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