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Scott R Duncan

COVENANT FINANCIAL SERVICES, LLC·OKLAHOMA CITY, Oklahoma
Unclaimed Profile
210 PARK AVENUE, OKLAHOMA CITY, OK 73102CRD# 841620Firm CRD# 118321
01

About

Scott R Duncan is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with COVENANT FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CFS, LLC
CARTOGRAPHER
AUM
$81M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CFS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 841620
Firm CRD# 118321
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Scott R Duncan offer?
Scott R Duncan specializes in Retirement Planning. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are Scott R Duncan's credentials?
Scott R Duncan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott R Duncan located?
Scott R Duncan is based in OKLAHOMA CITY, Oklahoma, working with COVENANT FINANCIAL SERVICES, LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does Scott R Duncan charge for services?
Scott R Duncan's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COVENANT FINANCIAL SERVICES, LLC?
COVENANT FINANCIAL SERVICES, LLC has approximately 4 employees and manages $81M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oklahoma
TULSA (209)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)
City Guides
TULSA GuideBARTLESVILLE GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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