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David Scott Duncan

DUNCAN FINANCIAL GROUP LLC·IRWIN, Pennsylvania
SIE, Series 2, Series 6, Series 7, Series 24, Series 63CFPClean record19 years registeredDUNCAN FINANCIAL GROUP LLC
311 MAIN ST., IRWIN, PA 15642CRD# 1091805Firm CRD# 309454

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Scott Duncan · IRWIN, PA
Registration
CRD #1091805 · DUNCAN FINANCIAL GROUP LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

DUNCAN FINANCIAL PLANNING ADVISORS
Dec 2020 – present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Sep 2011 – present
TOWER SQUARE SECURITIES, INC.
Aug 2007 – Sep 2011
IRWIN, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 2
Series 6
Series 7
Series 24
Series 63
Registration record
First registered · August 15, 2007
Years registered · 19
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

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

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05

Frequently Asked Questions

What services does David Scott Duncan offer?
David Scott Duncan specializes in Financial Planning. Contact their office in IRWIN, Pennsylvania for a consultation.
What are David Scott Duncan's credentials?
David Scott Duncan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is David Scott Duncan located?
David Scott Duncan 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 David Scott Duncan charge for services?
David Scott Duncan'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.
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Other Advisors at DUNCAN FINANCIAL GROUP LLC

Daniel Travis Girardi
IRWIN, PA
Larry Lund Qvistgaard
IRWIN, PA

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