Angel
Duncan

Lincoln Investment

CRD#2775299
Investment Advisor
in Cabot, AR

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About this Advisor

Angel Duncan is a financial advisor based in Cabot, Arkansas, working with Lincoln Investment. Angel has previously held positions at Lincoln Investment and Anchorpoint Financial. Angel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arkansas. Currently, Angel is part of Lincoln Investment, which operates out of Cabot, Arkansas. The firm has 325 offices and 1,297 employees. The firm manages assets totaling $17.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Lincoln Investment includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

200 Westport Drive Suite A
Cabot, AR 72023

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Lincoln Investment Brokerage Details

Total Assets Under Management

$17,218,143,141

AR Average: $15,833,994,310
Total Number of Employees

1,297

AR Average: 41
Total Number of Accounts

203,427

AR Average: 3,342
Average Account Size

$84,640

AR Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Angel Duncan Work History

2013 - Present (11 years)

Anchorpoint Financial

2012 - Present (12 years)

Lincoln Investment

Disclosures

Please visit the SEC profile of Angel Duncan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lincoln Investment

Ian Mclaughlin
Fort Washington, PA
Joseph Johnston
Marlton, NJ
Sebastiano Mancarella
Ashburn, VA
Annirose Womack
Verona, WI
James Horris
Brookeville, MD
Robert Horstman
Phoenix, AZ
Prabjyot Kaur
Fort Washington, PA
Devin Grayson
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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