Investment Advisor Representative @ (January 2011 - January 2013)
David Duncan Education
College for Financial Planning
Certified Financial Planner (Financial Planning and Services)
1983-1985
Point Park University
Bachelor of Business Administration (B.B.A.) (Point Park University)
1975-1979
Norwin Area High School 1972-1975
David Duncan Skills
401(k) Retirement Savings Plans
401k
Commercial Insurance
Customer Service
Disability Insurance
Employee Benefits
Executive Management
Finance
Financial Services
Fixed Annuities
General Insurance
Health Insurance
IRAs
Insurance
Investment Management
Investment Strategies
Investments
Legal Liability
Liability
Life Insurance
Mutual Funds
Professional Liability
Property & Casualty Insurance
Retirement
Retirement Planning
Risk Management
Sales
Securities
Series 63
Series 7
Strategic Planning
Trading
Wealth Management
Workers Compensation
David Duncan Summary
David Duncan, based in Irwin, PA, US, is currently a Executive Chairman and Chief Investment Officer at Duncan Financial Group. David Duncan brings experience from previous roles at Cambridge Investment Research. David Duncan holds a 1983 - 1985 Certified Financial Planner in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, Commercial Insurance, Customer Service, Disability Insurance and more. David Duncan has 1 emails and 1 mobile phone numbers on RocketReach.
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