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Duncan Pray

Retirement Plan Advisors, LLC
4 Years of Experience
Metairie, LA
4 DisclosuresBrokerSells Insurance
View SEC Summary
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Duncan Pray is a registered investment advisor at Retirement Plan Advisors, LLC, based in Metairie, LA, with 4 years of industry experience. Duncan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Federal Employees, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 10,031 clients with $3.5B in assets under management.

Retirement Plan Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
10,031 clients
Average Client Portfolio
$353K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum fee is 2.25% per year. Program fees, trading, custodial, and account service fees may apply in addition to the advisory fee depending on the selected program.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4736 W Napoleon, Ste. 101, Metairie, LA, 70001

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
October 2020
Final
Financial
August 2020
Final
Financial
March 2020
Final
Financial
November 2018
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Duncan is an independent insurance agent since 2023, dedicating a few hours per week to this role. He also coaches at CrossFit Full Gris-Gris, is an IAR with Retirement Plan Advisors, LLC, and coaches with the Jefferson Community Band.

Employment History
Current Registrations
Retirement Plan Advisors, LLC
February 2023 - Present · 3 yrs 8 mos
Cambridge Investment Research, INC.
February 2023 - Present · 3 yrs 8 mos
Cambridge Investment Research, INC.Broker
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Nylife Securities LLCBroker
January 2022 - January 2023 · 1 yr
State Registrations4 states
LAMSNCTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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