Unclaimed Profile

Larry Lund Qvistgaard

DUNCAN FINANCIAL GROUP LLC·IRWIN, Pennsylvania

SIE, Series 7, Series 24, Series 28, Series 63, Series 6527 years registeredDUNCAN FINANCIAL GROUP LLC

311 MAIN ST., IRWIN, PA 15642CRD# 1915349Firm CRD# 309454

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Larry Lund Qvistgaard · IRWIN, PA

Registration

CRD #1915349 · DUNCAN FINANCIAL GROUP LLC · 27 years registered

Brand Profile

Not yet started

Career History

DUNCAN FINANCIAL PLANNING ADVISORS

Nov 2020 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

May 2013 – present

SMC ADVISORY NETWORK, LLC

Dec 2012 – Aug 2013

IRVINE, CA

MULTI-FINANCIAL SECURITIES CORPORATION

Jul 2007 – Dec 2012

IRVINE, CA

LEGACY ADVISORY SERVICES, INC.

Oct 1998 – Jul 2007

PETALUMA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 28

Series 63

Series 65

Registration record

First registered · October 15, 1998

Years registered · 27

Disclosure History

2009Customer Dispute·Settled

2007Customer Dispute·Settled

2005Customer Dispute·Settled

1999Regulatory·Final

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

DUNCAN FINANCIAL GROUP LLC

CRD 309454 · SEC 801-119284

Employees

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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Frequently Asked Questions

What services does Larry Lund Qvistgaard offer?

Larry Lund Qvistgaard specializes in Financial Planning. Contact their office in IRWIN, Pennsylvania for a consultation.

What are Larry Lund Qvistgaard's credentials?

Larry Lund Qvistgaard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Larry Lund Qvistgaard located?

Larry Lund Qvistgaard 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 Larry Lund Qvistgaard charge for services?

Larry Lund Qvistgaard'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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