Duncan Gates's Location

Haslet, TX, US

Duncan Gates's Work

Duncan Gates's Education

  • Texas A&M University

    Bachelor's (Accounting and Finance)

    1995 - 2000

Duncan Gates's Skills

  • Leadership
  • Estate Planning
  • Series 63
  • Retirement Planning
  • Financial Planning
  • Portfolio Management
  • Investments
  • Asset Allocation
  • Investment Advisory
  • Strategy

Duncan Gates's Summary

Duncan Gates, based in Haslet, TX, US, is currently a Director of Tax and Accounting at Five Star Advisor Partners, LLC, bringing experience from previous roles at Avantax Wealth Management℠ and HD Vest Financial Services. Duncan Gates holds a 1995 - 2000 Bachelor's in Accounting and Finance @ Texas A&M University. With a robust skill set that includes Leadership, Estate Planning, Series 63, Retirement Planning, Financial Planning and more, Duncan Gates contributes valuable insights to the industry. Duncan Gates has 5 emails and 1 mobile phone number on RocketReach.

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