ASSET & FINANCIAL PLANNING, LTD·POUGHKEEPSIE, New York
SIE, Series 3, Series 4, Series 6, Series 7, Series 8, Series 9, Series 10, Series 23, Series 24, Series 27, Series 53, Series 55, Series 63, Series 65Clean record21 years registeredASSET & FINANCIAL PLANNING, LTD
11 RAYMOND AVENUE, POUGHKEEPSIE, NY 12603CRD# 1207204Firm CRD# 110709
Jenny Alice Duncan specializes in Financial Planning, Investment Management. Contact their office in POUGHKEEPSIE, New York for a consultation.
What are Jenny Alice Duncan's credentials?
Jenny Alice Duncan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jenny Alice Duncan located?
Jenny Alice Duncan is based in POUGHKEEPSIE, New York, working with ASSET & FINANCIAL PLANNING, LTD. Their office serves clients in the POUGHKEEPSIE metropolitan area and surrounding communities.
How does Jenny Alice Duncan charge for services?
Jenny Alice Duncan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSET & FINANCIAL PLANNING, LTD?
ASSET & FINANCIAL PLANNING, LTD has approximately 90 employees and manages $317M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.