David
Duncan

Cambridge Investment Research Advisors, Inc

CRD#4750191
Investment Advisor
in Lombard, IL

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About this Advisor

David Duncan is a financial advisor based in Lombard, Illinois, working with Cambridge Investment Research Advisors, Inc. David has previously held positions at Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. David has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, David is part of Cambridge Investment Research Advisors, Inc, which operates out of Lombard, Illinois. The firm has 2,192 offices and 3,312 employees. The firm manages assets totaling $87.4 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, pension consulting services, selection of other advisers, market timing services, and educational seminars. The fee structure at Cambridge Investment Research Advisors, Inc includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

555 E Butterfield Rd Ste 212
Lombard, IL 60148

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$87,368,733,496

IL Average: $9,259,360,772
Total Number of Employees

3,312

IL Average: 166
Total Number of Accounts

448,526

IL Average: 7,189
Average Account Size

$194,791

IL Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

David Duncan Work History

2006 - Present (18 years)

Cambridge Investment Research,Inc

2006 - Present (18 years)

Cambridge Investment Research Advisors, Inc

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Disclosures

Please visit the SEC profile of David 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 Cambridge Investment Research Advisors, Inc

Brittni Snyder Borri
Greenville, IL
Alyssa Adams
Grand Junction, CO
Madison Scarpelli
Rochester, MI
Jin Wang
Deerfield, IL
Tyler Quinn
Camp Hill, PA
Anne Bird
Dothan, AL
Jared Hollander
Massena, NY
Isak Larson
Ramsey, MN

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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