AdvisorOS Directory
Claim Profile
Unclaimed Profile
DG

Daniel Travis Girardi

DUNCAN FINANCIAL GROUP LLC·IRWIN, Pennsylvania
SIE, Series 62, Series 63, Series 79Clean recordDUNCAN FINANCIAL GROUP LLC
311 MAIN ST., IRWIN, PA 15642CRD# 6778338Firm CRD# 309454

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Travis Girardi · IRWIN, PA
Registration
CRD #6778338 · DUNCAN FINANCIAL GROUP LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 62
Series 63
Series 79
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
DUNCAN FINANCIAL GROUP LLC
CRD 309454 · SEC 801-119284
Employees
19
Total firm employees
Services offered by DUNCAN FINANCIAL GROUP LLC
Per Form ADV
Financial planning
Other
Client types served by the firm
Per Form ADV
High Net Worth Individuals
View all advisors at DUNCAN FINANCIAL GROUP LLC →
Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in IRWIN?

Browse all registered financial advisors in IRWIN, Pennsylvania or claim this profile if it's yours.

Browse IRWIN AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Daniel Travis Girardi offer?
Daniel Travis Girardi specializes in Financial Planning. Contact their office in IRWIN, Pennsylvania for a consultation.
What are Daniel Travis Girardi's credentials?
Daniel Travis Girardi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Travis Girardi located?
Daniel Travis Girardi is based in IRWIN, Pennsylvania, working with DUNCAN FINANCIAL GROUP LLC. Their office serves clients in the IRWIN metropolitan area and surrounding communities.
How does Daniel Travis Girardi charge for services?
Daniel Travis Girardi's firm is compensated through hourly charges, subscription fees, other: referral fees from another ria firm. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DUNCAN FINANCIAL GROUP LLC?
DUNCAN FINANCIAL GROUP LLC has approximately 19 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at DUNCAN FINANCIAL GROUP LLC

David Scott Duncan
IRWIN, PA
CFP
Larry Lund Qvistgaard
IRWIN, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
City Guides
PITTSBURGH GuidePHILADELPHIA GuideWAYNE GuideRADNOR GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile