TrueAdvisor
TrueAdvisor
MD
MD

Mckenna Rose Duncan

Realized Financal, INC.
4 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Real Estate Investing
Realized Financal, INC.
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$300K
Financial Planning:Investment management only

Location

400 W. 15th St., Suite 700, Austin, TX, 78701

Get directions

History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Employment History
Current Registrations
Realized Financial, INC.Broker
February 2022 - Present · 4 yrs
Realized Financial, INC.
February 2022 - Present · 4 yrs
Realized Financal, INC.
February 2022 - Present · 4 yrs
Previous Registrations
Equitable Advisors, LLC
September 2021 - February 2022 · 5 mos
Equitable Advisors, LLCBroker
March 2021 - February 2022 · 11 mos
State Registrations22 states
AZCACOFLGAHIILINKYLAMAMIMSNCNJNYOHORTNTXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.