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Peter Garfield Duncan

VERGER CAPITAL MANAGEMENT LLC·WINSTON-SALEM, North Carolina
SIE, Series 7, Series 24, Series 63, Series 66Clean record11 years registeredVERGER CAPITAL MANAGEMENT LLC
1834 WAKE FOREST ROAD, WINSTON-SALEM, NC 27106CRD# 4721012Firm CRD# 170125

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Garfield Duncan · WINSTON-SALEM, NC
Registration
CRD #4721012 · VERGER CAPITAL MANAGEMENT LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: VERGER CAPITAL MANAGEMENT LLC
PNC CAPITAL ADVISORS LLC
Jul 2015 – Apr 2016
PHILADELPHIA, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 66
Registration record
First registered · July 14, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VERGER CAPITAL MANAGEMENT LLC
CRD 170125 · SEC 801-79726
AUM
$2.7B
Regulatory assets under management
Employees
16
11 client accounts
Services offered by VERGER CAPITAL MANAGEMENT LLC
Per Form ADV
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at VERGER CAPITAL MANAGEMENT LLC →
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Frequently Asked Questions

What services does Peter Garfield Duncan offer?
Peter Garfield Duncan specializes in Retirement Planning, Wealth Management, Fee-Only Advisory.
What are Peter Garfield Duncan's credentials?
Peter Garfield Duncan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Garfield Duncan located?
Peter Garfield Duncan is based in WINSTON-SALEM, North Carolina, last registered with VERGER CAPITAL MANAGEMENT LLC.
How does Peter Garfield Duncan charge for services?
Peter Garfield Duncan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VERGER CAPITAL MANAGEMENT LLC?
VERGER CAPITAL MANAGEMENT LLC has approximately 16 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VERGER CAPITAL MANAGEMENT LLC

Scott Paul Reckamp
WINSTON-SALEM, NC

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