Sean Duncan is a registered investment advisor at Helping Hand RIA, LLC, based in Plano, TX, with 5 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5550 Granite Parkway, #170, Plano, TX, 75024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Sean is involved in numerous business activities, including consulting and accounting services through SMD Consulting & Accounting, LLC (taking nearly full-time), real estate management through several LLCs, and speaking/coaching accounting professionals through Chief Proactive Advisors, LLC (taking about a quarter of his time). He also brokers non-registered insurance products.
Employment History
Current Registrations
Helping Hand RIA, LLC
State Registrations1 state
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