DUNCAN

Duncan Advisor Resources

@duncan_advisor_resources

Irwin, Pennsylvania
https://duncanar.com/
Financial Services

Overview

About Duncan Advisor Resources

We are a brokerage general agency & broker-dealer branch built on a platform that brings together elite level solutions, support, & resources across all product lines- allowing you to be the trusted advisor for your clients.

Our approach helps to develop advisors & clients alike: delivering customized comprehensive solutions that fit your clients’ needs rather than our business’ interests, alleviating the difficulties associated with doing business, & cultivating deeper relationships with all stakeholders

Our job is much greater than simply compliance oversight. We focus on offering advisors access to a truly unique organization & resource both within Cambridge Investment Research, Inc. & the independent advisor/broker-dealer marketplace. While all financial advisors render similar services, how these services are provided, what added value is offered to you and your business prospects & at what price, can be game-changers. Differences that ultimately drive your success in the industry. Through a commitment to excellence, sustainable partnerships, & camaraderie, we have grown a dynamic group of outstanding representatives & advisors who listened to our story, made it their own, & partnered with us to achieve their vision.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products & services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge & Duncan Advisor Resources & its subsidiaries are separate entities.

Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of #228970

Headquarters

Irwin, Pennsylvania

Website

https://duncanar.com/

Company Size

11-50 employees

Industry

Financial Services

Company Type

Privately Held

Founded

2006

Specialties

Financial Services, New Business Advocacy , Underwriting, Sales and Marketing Support , Retirement Plans, Investments, Plan Admnistration, Compliance, Administrative Training, Financial Product Resources , Practice Management, and Investment Policy

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