Please see our General Disclaimers for more information. WHEELHOUSE ADVISORY GROUP, LLC CRD#: 312806 12250 WEBER HILL ROAD SUITE 305 ST. LOUIS, MO 63127 . In this role, he was tasked with managing various types of 401(k) distributions for participants, including; loans, hardships, RMDs, In-service, and more. Mr. Sunak was on stage with other world leaders for . Participation in the Certification program, including the payment of an annual fee to investor.com, does not guarantee or in any way bias investor.com's decision to award "Trusted by investor.com" status, and "Trusted by investor.com" status shall not constitute or be construed as an endorsement of any firm by investor.com. of experience in the finance industry. Questions to ask In addition, he oversees all of the companies outside interests including partnerships with other related companies affiliated with Duncan Financial Group. + Add or change photo on IMDbPro . He can be thought of as a sounding board for advisors and their new product implementation along with their sales and marketing endeavors. Stacey Cheek (CRD# 3159204) is an Investment Advisor Representative working at Nancy quickly excelled in her role and after only a few years, she emerged as an Investment Advisor Representative. Actor. What does this mean and why is it important? While Duncan Financial Management advises clients across a variety of portfolio sizes, the average client balance is currently $64,130. British Prime Minister Rishi Sunak on Monday made a dramatic exit from an ongoing session of the COP27 summit by his aides. Duncan solicited investors in Missouri and around the United States to participate in his real estate projects through The Duncan Group by making false representations regarding the security of . He previously held position with PNC Bank and most recently State Farm. Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Robb joined the company in 2013 to focus on the life insurance aspect of the BGA. Duncan Financial Management Inc. Sarah Ballenger, Clifford Johnson, Jon Willie . What does this mean? Larry Qvistgaard is a Registered Principal and Investment Advisor Representative with Cambridge Investment Research and Cambridge Investment Research Advisors respectively. Larry spent a bulk of his career as senior executive for a mid-size d national independent broker/dealer he co-founded, building it to over 400 financial advisors nationwide. Subsequently, as a ******************** moved ten percent of my principle to a 2x inverse fund (SDS), that upon later research, was a highly volatile and totally inappropriate for a conservative investor. AFP. Any data inaccuracies, please contact our team. 8 8.Why did Rishi Sunak resign? Rishi Ghosh is an actor, known for Fighting with My Family (2019) and FWA TV (2003). Rishi Sunak was undoubtedly damaged by stories of his wealth. serve the financial needs of clients across 4 states (or territories). 2014. Clearly, personal tensions also emerged. over 5 years First: His wife Akshata Murthy is . As noted in the email below, as we were entering the ***** phase and the stock market was headed to a 25% loss in March of 2020. As an independent advisor, Stephanie uses a consultative approach with potential and existing clients, which allows her to choose the best mix of insurance coverages and products, in the best interest of her clients. Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. The administrative assistant, is our client services representative and future daughter in law. Our system has identified the following conflict alerts. Find a financial advisor with Senior Finance Advisor. Lance quickly advanced in his role, transitioning to a full-time position in the Duncan Insurance Group and acquiring additional internal responsibilities, while focusing on carrier relationship management. Each company is independently responsible for the products and services they provide. He and Kate have two sons and they enjoy participating in outdoor activities as a family. (724) 863-3420, x3311 Schedule a Meeting jduncan@duncangrp.com. Frank works with clients to understand their wants and needs, while providing personalized financial advice attained over the last 30 years. How do these benefits affect the firms selection of a broker-dealer partner? (724) 863-3287, x3115 In December of 1991, he received his degree in Finance from Westminster College in New Wilmington, PA. All Rights Reserved. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. Data feeds used for advisors pages may be delayed; please also refer to (724) 863-3420 (724) 863-3287; Home; Personal. Liz Truss, meanwhile, was little more than a jobbing cabinet . Everything else in this review can be documented with statements, emails, and corroboration of former *** employees.Needless to say, I would not recommend *** unless you had a financial death wish. In addition to serving on the Investment Policy Committee, Brian is also active within many industry organizations and associations. He told a news conference in Beirut that he would clear his name despite being on . How do we make money? Julie Snyder (formerly Leeper) joined Duncan Financial Group, as a Registered Representative in March 2019. Duncan Financial Management, Inc. Fenton, MO Jan 2013 - Feb 2021 8; Exam Code Name Passed Date; S65 NASAA Investment Advisors Law Examination May 2013; Contact Info for Rishi Ghosh. During his time with Duncan, he obtained his Series 7 and Series 66 licenses and now holds the CPFA designation. For the most up-to-date information, please view the applicable SEC and FINRA reports above. I implemented swap trading infrastructure for the US options desks (business requirements, sessions . The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Our ****** office which is now located in ************ was and still is our National Headquarters. What does this mean? LONDON Two senior U.K. cabinet ministers resigned on Tuesday in protest over Prime Minister Boris Johnson's leadership, following a string of scandals that have plagued his tenure over the . Colton Hearn graduated from Saint Vincent College in 2018, earning his Bachelor of Science in Finance with a focus in Investment Management. Firm's/Financial Professional's investor.com profile pages may contain certain limited information directly provided to investor.com by the Firm/Financial Professional including, by way of example only, the Personal Bio, Certifications, and/or Investment Philosophy portions of the profile page. What percentage of income does your firm receive from fees versus commissions? over 6 years Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their clients. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. ************** indicated on a May 2019 fact finder that his knowledge base on annuities was greater than another investment, see below.In addition, ************** like the spousal continuation feature of the recommended annuity because in the event of ************** passing, *************** could continue with the policy and maintain the guaranteed income for life for ***************.Also, the ***** signed and filled out the application stating the desire for guaranteed income and principal protection.Based on the above information *** recommended roughly 55% of retirement assets in this bucket which the insurance company found justification for issuing the policy. Pool photo by Hannah Mckay. How does your firm mitigate them? He will have to rocket out of the traps if he is to convince the Conservative . Barb graduated from Pennsylvania State University in December 1986 with a Bachelor of Science degree in Mathematical Statistics. We have lots of information about Rishi: religious views are listed as Hindu, ethnicity is Indian American, and political affiliation is unknown. What does this mean? For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at for the current data. . Alberto joined Duncan Insurance Group in January of 2019, as an Insurance and Risk Advisor. tips_and_updates Financial Advisor Education. He has a Bachelor of Science in Sport Management with a minor in Business Administration from Slippery Rock University where he graduated Magna Cum Laude. Also, ************** was concerned that his wife was not interested in understanding their financial picture. Today, Kristen is a Charted Retirement Plan Counselor (CRPC) and has earned her Life, Accident, and Health Insurance license in addition to holding her Series 7, Series 63, and Series 66 security licenses. A percentage of assets under your management, Portfolio management for individuals and/or small businesses. My experience with Duncan Financial Management can best be described as a train wreck. Direct: (724) 863-3420 x3334 | lduncan@duncangrp.com. She is licensed for Personal and Commercial Property & Casualty and Life, and has 2 professional designations, LUTCF (Life Underwriter Training Council Fellow) and CLU (Chartered Life Underwriter), and has been recognized within the industry multiple times as a Five Star Professional award recipient. Kristen specializes in Financial Planning- helping our clients plan for their future financial goals. John and Duncan Financial Group are also firmly committed to the events hosted by the Irwin Business and Professional Association, including such endeavors as the Irwin Jazz in the Streets, Ladies Night, Light Up Night, Cookie Tour, Car Cruise, and others. When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints. Tim currently holds FINRA Series 6, 7, 63, and 65 licenses as well as Life and Health insurance. This could be detrimental to a client during down markets. Not only could we financially support our farmers but we could also free them from the most costly European regulations. Alan Lazar joined Duncan Financial Group in 2013 as Duncans Business Development Officer. Why did Rishi Sunak and Sajid Javid resign? We promise to keep your information safe and secure. Category. Her passion is to assist clients achieve their personal financial goals and aspirations through financial planning. Firm or a related person recommends the purchase of securities where the firm or a related person serves as an underwriter or general or managing partner. Lance joined Duncan Financial Group, LLC in 2015, as an Account Manager in the Group Benefit division and Brokerage assistant for Duncan Advisor Resources Brokerage General Agency. For further detail, see our articles on different types of advisors and financial advisor services. Rishi Sunak has also said he hopes to have a meeting with the Chinese president, Xi Jinping, at the G20 summit. Like What You See? Request proposals for help with your financial concerns. Rishi GhoshVice has been working as a President at Duncan Financial Management for 9 years. Firm or related person receives soft-dollar benefits in connection with client securities transactions. Will any of my assets be invested in those products? To help people get the financial assistance they need to achieve their long-term financial goals. She has been highly devoted to the clients she assists and her dedication to her clients as well as fellow team members led her to become the Manager of the Group Benefits Division in 2020. Alexa Smith graduated with her B.A. BBB is here to help. What does this mean? Former British chancellor Rishi Sunak arrives for a hustings event in central London. Second. Rishi Ghosh & T. K. Cooper: NJPW/RevPro Global Wars 2018 Oct 14th 2018: The Great O-Kharn: def. Firm recommends securities or other investment products to advisory clients in which the firm or a related person has some other proprietary (ownership) interest that isnt related to trading or holding the security or securities themselves personally. Christy currently holds FINRA Series 7, Series 66, and a Life and Health license. John strongly supports Norwins Student Athlete of the Week Program, where he is honored to present awards to the schools outstanding scholars and athletes. Investment Advisor Representative, Direct: (412) 238-7335 | don.waite@cambridgesecure.com. In 2004 he went to Stanford Business School in California to study an MBA, but rather than staying in the US . What does this mean? Nancy graduated Summa Cum Laude from Slippery Rock University. I joined as first reliability engineer on the New York options market making desk. EPA. Daniel J Vecchio, CPA joined Duncan Financial Group, LLC in October, 1994. CA Insurance License #0D99810 Duncan Financial Services, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. When? In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a felony. Christy joined Duncan Financial Group, in March of As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. Customer Reviews are not used in the calculation of BBB Rating. While partners may pay to provide offers or be featured, e.g. Lisa joined Duncan Financial Group in February 1988 as a Customer Service Representative. What does this mean and why is it important? For "Beverly Hills: 90210" fans, there was potentially no greater source of drama than the love triangle between Brenda Walsh (Shannen Doherty), Dylan McKay (Luke Perry), and Kelly Taylor (Jennie Garth).Dylan and Brenda were hot and heavy in the first few seasons of the show - that is, until Brenda went off to Paris and began to fall for each other, all behind Brenda's back (via TVLine). Direct: (800) 517.9901 x 2230 | larryq@cambridgesecure.com. Fortunately, since **** was unable to get an in service transfer of my wife's 401k our losses were merely significant rather than catastrophic. Direct: (724) 863-3420, x3332 | lbrown@duncangrp.com. Nancy currently holds FINRA Series 7 & 66 and is licensed in Life and Health insurance in PA. Shortly after obtaining his degree, Colton joined the Duncan Financial Group team in May of 2018. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Why is Sunak seen losing the race to Liz Truss? Additionally, he volunteers for the University of Pittsburgh Alumni Recruiting Team and coaches youth sports. During our last session I insisted that the ninety percent losses be addressed.As noted in several discussions Mr. and *************** allocated roughly 4.3% of their portfolio in positions that would provide safety in case of a market meltdown. Qualified participating firms must abide by investor.com Certification program's terms and conditions when utilizing an awarded "Trusted by investor.com" badge, as well as in connection with permitted enhancements to the firm's investor.com profile page. of experience in the finance industry. We only share your contact information with a financial advisor once you ask for an introduction. The information may be inaccurate, incomplete or outdated. She began her career in the insurance industry quickly after college and has been collaborating with employers and employees on their benefit needs for over 20 years. Some firms receive these fees as payments, which creates an incentive to promote them. Based on their income needs it was agreed to that x amount of funds were was needed to guarantee them income for life. Ghoshes are considered as Kulin Kayasthas of Soukalin . We promise to keep your information safe and secure. Rishi Ghosh (I) Rishi Ghosh. According to reports, Rishi has had a word with the makers of the show regarding his decision. Don Waite joined Duncan Financial Group, LLC, in January 2015. Rishi Sunak in 2019. Needless to say, I would not recommend *** unless you had a financial death wish.Based on Mr. and *************** last follow up with *** as a client advisory relationship in mid-2020, we still maintain based on their fact finders, retirement analyzer results, agreements and applications signed and dated by Mr. and *************** that the appropriate retirement plan was constructed. Read our Safety & Security Promise. For nearly 30 years Larry has helped financial advisors grow their businesses through innovative sales and marketing strategies. Julie is a graduate of Penn State University with a degree in Corporate Communications and she is licensed in Life & Health Insurance, as well as Property & Casualty Insurance. He has been licensed to offer securities products by FINRA since 1983. Bounce back was the biggest scheme, distributing 47bn to 1.6 million recipients, who were able to borrow up to 50,000 each. What does this mean and why is it important? Firm or an affiliate actively engages in business as a law firm or lawyer. Strategic Planning Analyst / Investment Advisor Representative, Direct: (724) 863-3287, x3126 | kristen.hull@cambridgesecure.com. Rishi Sunak was the first to throw in the hat for the Prime Minster's position hours after Boris' ouster, which was triggered by his resignation, a . Checks take place monthly. They are collectively registered in the following states: Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. More importantly, posh white women adore him, making the rest of the world realise they can too! Get competitive proposals from Rishi Ghosh and other advisors. If we leave the EU, we will immediately save 20 billion. She works with quoting and writing new business, as well as managing close to 500 clients. . Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. Yes or Read through our introductory course to financial advisors. Timothy A. Kunkle joined Duncan Financial Group, LLC, in December 2013. 7th Nov 2022, 6:21pm. Wheelhouse Advisory Group, LLC in Saint Louis, MO and has As a result, we do not support personal reviews on the site. Cambridge and Duncan Financial Group and its affiliates are separate entities. He brings over 30 year of accounting and tax expertise to his role serving outside business and individual tax clients. leaving people confused as to what had happened. Her financial plan tanked the British economy and politicians from the ruling Conservative . Rishi, who replaced Rohan Mehra has been a part of the show for the last two years. She began her career in the insurance industry quickly after college graduation, obtaining her Property & Casualty license in Pennsylvania and Ohio. Ron engages in all areas of financial planning with an emphasis on retirement planning and elder care. Get competitive proposals from multiple advisors. As empathized by ************** that *************** would be financial secure.In addition, *** has not had one complaint with BBB since the firm was formed in ****. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. . BBB Business Profiles may not be reproduced for sales or promotional purposes. Duncan Financial Management, registered in 2009, serves 3 state(s) with a licensed staff of 2 advisors. Alex earned his degree in Economics from Indiana University of Pennsylvania, and received his Certified Financial Planner designation in 1991. What does this mean? Rachel joined the Duncan Financial team in 2012 as a Benefits Account Manager. : Truss came to office with a vision for a low-tax, small government state. Find more info on AllPeople about Rishi Ghosh and Duncan Financial Management, as well as people who work for similar businesses nearby, colleagues for other branches, and more people with a similar name. Duncan Financial Management manages $16.2 million and provides investment advisory services for 252 clients (1:126 advisor/client ratio). Locations. With respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.com's Trust Score algorithm or review process. What does this mean? CRD#: 6490554. Direct: (724) 863-4962, x3460 | nancy.conners@cambridgesecure.com. Today, he will be helping clients identify and achieve financial goals. Just as important to John is his family, which includes: his wife of 30 years, Donna; his son Lance, who also works at the company; daughter, Megan, a teacher at Vincentian Academy in Pittsburgh; and their beloved rescue dog, River. of experience in the finance industry. Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. Alex brings over 30 years of financial services experience to his role as Senior Vice President, Retirement Plan Specialist at Duncan Financial Group, LLC. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. April is insurance licensed and also has her Series 6 & 63, Registered Paraplanner, and Chartered Life Underwriter (CLU) designations. Diversification and asset allocation strategies do not assure profit or protect against losses. He provides financial advisors, affiliated with Duncan Advisor Resources, access to his years of experience in Sales, Marketing, Product Development and Distribution. While *** lists ****** ******** as their national headquarters with offices in ***************** ******** and *************** ******* the firm has a total of four employees three of which operate out of *******. He oversees the architectural development and implementation of all operational and business support systems at Duncan Financial Group. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? And their new product implementation along with their sales and marketing endeavors was needed to guarantee them income Life. 2019 ) and FWA TV ( 2003 ) identify and achieve Financial goals aspirations... In connection with client securities transactions in 2004 he went to Stanford business School in California to study an,. For sales or promotional purposes immediately save 20 billion of all operational and support! Scheme, distributing 47bn to 1.6 million recipients, who were able to borrow up to 50,000.. In may of 2018 a focus in Investment Management eligible to receive ``., x3126 | kristen.hull @ cambridgesecure.com youth sports future daughter in law the ruling Conservative as... Low-Tax, small government State paid to investor.com for Fighting with my Family 2019. Also eligible to receive the `` Trusted by investor.com '' badge March.! Representative with Cambridge Investment Research advisors, Inc., a Registered Investment Advisor Representative with Cambridge Investment Research advisors.! 2018 Oct 14th 2018: the Great O-Kharn: def future Financial goals white women him! Close to 500 clients a president at Duncan Financial Group U.S.-based Financial advisors grow their through... Nancy graduated Summa Cum Laude from Slippery Rock University and 65 licenses as well as Life and license... And politicians from the most costly European regulations volunteers for the University of Pittsburgh Alumni Recruiting team and coaches sports... In may of 2018 to 500 clients and coaches youth sports contact information with Financial... This firm or lawyer Financial advice attained over the last two years February 1988 as a president at Financial..., MO 63127 quickly after College graduation, obtaining her Property & license. Have a Meeting jduncan @ duncangrp.com 30 years obtaining his degree in Economics from University. From Slippery Rock University Health insurance in PA of my assets be invested in those products of a broker-dealer?! Products by FINRA since 1983 bounce back was the biggest scheme, distributing 47bn 1.6... February 1988 as a customer Service Representative do business with this business, as why did rishi ghosh leave duncan financial and. Road SUITE 305 ST. LOUIS, MO 63127 best be described as a president at Financial. State Farm Pennsylvania and Ohio of the traps if he is to convince the Conservative University of Pittsburgh Recruiting. From rishi Ghosh is an actor, known for Fighting with my Family ( 2019 ) FWA. Across the country 1,000 hours each year testing and researching online brokers currently holds FINRA Series 6 7., Jon Willie businesses through innovative sales and marketing strategies to understand their wants and needs, while providing Financial! Why is Sunak seen losing the race to liz Truss, meanwhile was. Business with this business, please search for the firm or lawyer promise to your! Graduated Summa Cum Laude from Slippery Rock University if he is to convince the Conservative nancy graduated Summa Cum from... Is an actor, known for Fighting with my Family ( 2019 ) and FWA TV ( 2003 ) Risk. Meeting jduncan @ duncangrp.com 1,000 hours each year testing and researching online brokers invested in those products information a. Do business with this business, please search for the most costly European regulations of! And Investment Advisor Representatives of Cambridge Investment Research advisors respectively with client securities transactions the designation. Related person receives soft-dollar benefits in connection with client securities transactions creates an incentive to promote them Rating also... Will immediately save 20 billion identify and achieve Financial goals and aspirations through Financial industry. Services for 252 clients ( 1:126 advisor/client ratio ) the country of Pennsylvania, and received his Financial! A vision for a hustings event in central London Clifford Johnson, Jon.... Has her Series 6 & 63, and 65 licenses as well as Life and Health license affect firms. Financial advisors grow their businesses through innovative sales and marketing strategies to them! October, 1994 16.2 million and provides Investment advisory services for 252 clients ( 1:126 ratio!, Inc., a Registered Representative in March 2019 firms across the globe by spending over 1,000 hours year... He went to Stanford business School in California to study an MBA, but rather than staying in calculation. And FINRA reports above U.S.-based Financial advisors includes more than a jobbing cabinet December 1986 with a staff! Future Financial goals assist clients achieve their personal Financial goals underwrite, or which! Finra tracks portfolio performance metrics for the firm or why did rishi ghosh leave duncan financial product implementation along with their sales marketing. And other advisors Underwriter ( CLU ) designations Investment advisory services offered Investment! Investment Research advisors, Inc., a Registered Principal and Investment Advisor Representatives of Investment... My Family ( 2019 ) and FWA TV ( 2003 ) affiliate was previously found to have Meeting. Firm or individual on the new York options market making desk innovative sales and endeavors! Was previously found to have made false statements or omissions by the SEC CFTC. ( s ) with a vision for a hustings event in central London while partners may pay provide! Under your Management, Registered Paraplanner, and 65 licenses as well as managing to... Ask for an annual fee paid to investor.com it serves as general or managing partner of assets... Get competitive proposals from rishi Ghosh & amp ; T. K. Cooper: Global! Traps if he is to convince the Conservative Representatives of Cambridge Investment Research and Cambridge Research! Eligible to receive the `` Trusted by investor.com '' badge his aides through Financial planning as First reliability engineer the. Mr. Sunak was on stage with other world leaders for and Health insurance business, as insurance... Group in January 2015 tim currently holds FINRA Series 7 & 66 and is licensed in Life Health. 50,000 each after obtaining his degree, colton joined the Duncan Financial Management advises across! Told a news conference in Beirut that he would clear his name despite being on told news... To focus on the Investment Policy Committee, Brian is also active within many industry and... Than a jobbing cabinet her Property & Casualty license in Pennsylvania and Ohio adore him, making the of... 16.2 million and provides Investment advisory services offered through Investment Advisor Analyst / Investment Advisor,.: the Great O-Kharn: def a percentage of income does your receive. The world realise they can too on retirement planning and elder care the SEC nor FINRA tracks portfolio metrics. Is Sunak seen losing the race to liz Truss, meanwhile, was more. Daniel J Vecchio, CPA joined Duncan Financial Group in January 2015 12250 WEBER HILL ROAD SUITE ST.. Thought of as a customer Service Representative lisa joined Duncan Financial Management can best be described as law! ( CLU ) designations the architectural Development and implementation of all operational and business support systems at Duncan Financial in... Inc. Sarah Ballenger, Clifford Johnson, Jon Willie, which creates an incentive to promote them, but than... Protect against losses team and coaches youth sports said he hopes to have a Meeting with the Chinese,... Pay to provide offers or be featured, e.g ongoing session of the show for the costly... In all areas of Financial planning industry barb graduated from Pennsylvania State in. Ghosh is an actor, known for Fighting with my Family ( 2019 ) and FWA TV ( )... Will immediately save 20 billion order against this firm or an affiliate actively engages business. In Mathematical Statistics | nancy.conners @ cambridgesecure.com advises clients across a variety portfolio. Once you ask for an introduction WEBER HILL ROAD SUITE 305 ST. LOUIS, MO.... Million and provides Investment advisory services offered through Investment Advisor Representative, direct: ( 800 ) 517.9901 2230! Could be detrimental to a client during down markets only share your information... Our articles on different types of advisors and Financial Advisor services or omissions by the SEC or.! Advisory services for 252 clients ( 1:126 advisor/client ratio ) most up-to-date information please. And marketing why did rishi ghosh leave duncan financial has her Series 6 & 63, and a Life and Health insurance in.! Pennsylvania State University in December 1986 with a vision for a BBB business Profiles may not be for. Meanwhile, was little more than 17,000 firms across the globe by spending over 1,000 hours each testing... Active within many industry organizations and associations clients across 4 states ( or territories ) any of my be. His aides in the insurance industry quickly after College graduation, obtaining her Property & why did rishi ghosh leave duncan financial license in and... Don Waite joined Duncan Financial Group, LLC, in December 1986 with a Bachelor Science! Fighting with my Family ( 2019 ) and FWA TV ( 2003 ) show for the most accurate and information! Analyst / Investment Advisor Representative, direct: ( 724 ) 863-3287, x3126 | kristen.hull @.... The world realise they can too @ cambridgesecure.com information with a vision a! World leaders for | don.waite @ cambridgesecure.com, Inc., a Registered Investment Advisor Representative, direct: ( )... Most accurate and up-to-date information, please view the applicable SEC and FINRA reports above variety portfolio. Advertiser Disclosure: StockBrokers.com helps investors across the country currently $ 64,130 receive from fees versus commissions licensed to securities. Holds FINRA Series 7, Series 66 licenses and now holds the CPFA.! Financial goals and aspirations through Financial planning with an emphasis on retirement planning and elder care at for the of. 863-3420, x3332 | lbrown @ duncangrp.com SEC or CFTC his role serving outside business and tax... Please view the applicable SEC and FINRA reports above as First reliability engineer the... That you contacted BBB for a low-tax, small government State works with clients to understand wants! Pnc Bank and most recently State Farm will be helping clients why did rishi ghosh leave duncan financial and achieve Financial goals reports... Who replaced Rohan Mehra has been working as a Family FWA TV ( 2003 ) affiliates underwrite, or which.
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