Suntrust Advisory Services, Inc
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About this Advisor
Marlin Duncan is a certified financial planner who is based in Atlanta, Georgia. Currently an investment advisor with Suntrust Advisory Services, Inc, Duncan has 13 years of work experience as a financial advisor. Duncan maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Duncan is registered to advise investors in Georgia and Texas. Their career trajectory has included roles at Suntrust Investment Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc and Suntrust Advisory Services. Suntrust Advisory Services, Inc is based out of Atlanta, Georgia, and has 1,572 additional locations across the country. As a company, Suntrust Advisory Services, Inc manages $19 billion in assets dispersed across 41,105 client accounts and employs more than 1,539 people. The amount of assets the firm manages makes it one of the largest firms in the country. The firm manages 31,892 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 15% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Suntrust Advisory Services, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. The firm's fees may include asset-based and hourly fees.
Certifications and Registrations
Years of Experience
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Suntrust Advisory Services, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Marlin Duncan Work History
Marlin has 13 years of experience.
Suntrust Advisory Services
Suntrust Investment Services, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Marlin Duncan has disclosures.
Please visit their SEC profile for more details.