David
Duncan

Cambridge Investment Research Advisors, Inc

CRD#1091805
Investment Advisor
in Irwin, PA

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About this Advisor

David Duncan is a certified financial planner operating out of Irwin, Pennsylvania who has 12 years of industry experience. Duncan is an employee of Cambridge Investment Research Advisors, Inc. Throughout their career, Duncan has worked at Duncan Insurance Agency Inc, Duncan Ins Agency, Traveleres Insurance Group, Aetna Variable Annuity Ins Co, Travelers, Aetna, Wealth Preservation Managemnt Inc, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Duncan has a Series 63 license, designating them as a securities broker, and is approved to advise clients in Florida, Pennsylvania and Texas. Cambridge Investment Research Advisors, Inc is a firm that has its headquarters in Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 people on staff. It oversees $82 billion in total assets across its 461,370 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves six charities and foundations. Of its 461,370 client accounts, just 10% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm performs a number of services, such as 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. Financial management fees typically vary depending on which services the firm provides the client. However, fee types billed by Cambridge Investment Research Advisors, Inc can be comprised of any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

12 years

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

311 Main St
Irwin, PA 15642

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

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

3,352

PA Average: 166
Total Number of Accounts

461,370

PA Average: 7,189
Average Account Size

$178,659

PA 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

David has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Cambridge Investment Research, Inc

2011 - Present (13 years)

Cambridge Investment Research Advisors, Inc

1995 - Present (29 years)

Wealth Preservation Managemnt Inc

1983 - Present (41 years)

Travelers

1983 - Present (41 years)

Aetna

1982 - Present (42 years)

Aetna Variable Annuity Ins Co

1979 - Present (45 years)

Duncan Insurance Agency Inc

1979 - Present (45 years)

Duncan Ins Agency

1979 - Present (45 years)

Traveleres Insurance Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Herbert Modrak
Glen Allen, VA
Tomas Cern
Tolland, CT
Laurie Taylor
Ormond Beach, FL
John Ladick
Fairfield, IA
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
James Hinson
Brentwood, TN
Crescencio Alvarez
Fairfield, IA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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