BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. Sunak resigned shortly after Cabinet colleague Sajid Javid on July 5, 2022 Credit: Reuters. Daniel started with the company as a staff accountant taking care of the accounting, payroll, and income taxes for the internal operating companies of Duncan Financial Group. BBB Business Profiles may not be reproduced for sales or promotional purposes. UK got its new prime minister in Liz Truss as she defeated Rishi Sunak. Direct: 724.863.3287, x3105| julie.snyder@cambridgesecure.com. *SEC data last verified February 17, 2023. Based on their income needs it was agreed to that x amount of funds were was needed to guarantee them income for life. Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. Wealthminder is a database of every Investment Advisor Representative in the country. State Securities Law . contact us Julie holds her series 6, 63, 65, and 7 and is a CFP Professional. This arrangement creates a conflict where the firm and its representatives may be incentivized to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Clearly, personal tensions also emerged. Also, ***** was concerned that his wife was not . 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. Sunset Hills, MO 63127, 500 S. Australian Ave Suite 110a, West Palm Beach, Florida 33401, 1520 S Fifth Street Suite 310, St. Charles, Missouri 63303. This relationship may introduce bias where a firm or related person recommends certain securities with which they are affiliated, rather than others that may have higher returns. Why does your firm believe in offering commission-based services to clients? He is a licensed Financial Advisor in PA, WV, OH, NY, CT, WI & FL and also, a licensed Insurance Agent in PA & OH. She brings 18 years of financial services industry experience to the organization. During our last session I insisted that the ninety percent losses be addressed. He brings over 30 year of accounting and tax expertise to his role serving outside business and individual tax clients. seconds. Claim Profile. (CRD# 312806) is a financial advisory firm headquartered in Does your firm offer mutual funds that have 12b-1 fees? As empathized by ************** that *************** would be financial secure.In addition, *** has not had one complaint with BBB since the firm was formed in ****. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? All rights reserved. Let us try to figure out why the once strong contender Rishi Sunak lost. Direct: (724) 863-3420, x3332 | lbrown@duncangrp.com. Stephanie Botti joined Duncan Financial Group, LLC, in January 2014. He responsible for the support of computer hardware and software technologies, delivery of IT infrastructure and telephony services, information security systems, administrative technology systems, and end user support services. exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. Tyler Harkins has been with Duncan Financial Group since July of 2021. He is an active member of the Financial Planning Association (FPA) and the National Association of Insurance and Financial Advisors (NAIFA) in Orange County, California. What does this mean? Diversification and asset allocation strategies do not assure profit or protect against losses. Her financial plan tanked the British economy and politicians from the ruling Conservative . Help us keep your information up-to-date. This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. What does this mean? What does this mean and why is this important? In this role, he was tasked with managing various types of 401(k) distributions for participants, including; loans, hardships, RMDs, In-service, and more. Stacey Cheek (CRD# 3159204) is an Investment Advisor Representative working at The financial affairs of Chancellor Rishi Sunak and his family have been under intense scrutiny in recent weeks, after a series of revelations. RISHI GHOSH . Choking back tears, the man once entrusted with securing the investments of Spurs legend Tim Duncan swallowed hard and apologized to his family . Not only could we financially support our farmers but we could also free them from the most costly European regulations. Request proposals for help with your financial concerns. What does this mean? Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). Larry Qvistgaard is the President and Chief Operations Officer for Duncan Advisor Resources, a group of over 140 representatives, one of the largest within Cambridge Investment Research, the companys broker/dealer. Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. We want to ease financial burdens and enhance future outlooks by . Robb earned undergraduate and graduate degrees from the University of Pittsburgh, Pittsburgh, PA. When firms are dual-registered as broker-dealers, they may be subject to compensation-related conflicts of interest, including revenue sharing from mutual funds and the sale of proprietary investment products. Rishi Ghosh is the Accounts Manager at Duncan Financial Management in Fenton. Since joining the firm in 2009, Brian has worked with families and businesses to develop and implement strategies that accumulate, manage, protect and transfer their wealth. manage $118,633,712 in 1,149 accounts and AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, and WY to sell life insurance products. 2023, International Association of Better Business Bureaus, Inc., separately incorporated Better Business Bureau organizations in the US, Canada and Mexico and BBB Institute for Marketplace Trust, Inc. All rights reserved. Nancy quickly excelled in her role and after only a few years, she emerged as an Investment Advisor Representative. Ron has over 10 years of experience in the financial area, as well as several additional years of business experience. Questions to ask Robb joined the company in 2013 to focus on the life insurance aspect of the BGA. She says she has even incubated eggs and hatched chicks herself. He currently holds a FINRA Series 6, 63, 66 and Series 7, and is licensed in several states to conduct business and provide advice and services. Direct: (724) 863-3287, x3106 | edward.kavo@cambridgesecure.com. 2014. Rishi Ghosh (I) Rishi Ghosh. February 24 2023. Investor.com is your trustworthy guide to the world of personal finance. During the biggest bull market in history my portfolio actuall declined in value. Duncan Financial Group is a full-service financial service agency located in Irwin, PA. Our team of professionals make your financial, insurance, and wealth management services work together in a coordinated, comprehensive and strategic manner. 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. Firm or one of its employees previously has been subject to a suspension or expulsion or other restriction of activities by a Self-Regulating Organization or commodities exchange. The "national headquarters" is run by an administrative assistant. Another concern ************** voiced was *************** nephew was financial irresponsible and didnt trust him, so he wanted to make sure that the nephew would not have the ability to get access to the funds in the event of his passing.Based on our retirement analyzer, the ***** had a shortfall of retirement income even with their Social Security. He previously held two cabinet positions under Boris Johnson, lastly as Chancellor of the Exchequer from 2020 to 2022. As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. BBB Business Profiles generally cover a three-year reporting period. You have been idle and will be logged out in BBB is here to help. Rishi Ghosh Founder & Principal. Firm is affiliated with an insurance company or agent who may be motivated to insure clients with products that generate high sales commissions when lower cost alternatives may exist. CRD#: 6152377. . Microsoft Word - Duncan_WhoAmI_ebook.docx Created Date: 11/14/2019 2:36:27 PM . Direct: (412) 238-7330, x3179 | Ronald.kims@cambridgesecure.com. Julie Snyder (formerly Leeper) joined Duncan Financial Group, as a Registered Representative in March 2019. Wealthminder was built to make the process much easier. The SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. In addition, he oversees all of the companies outside interests including partnerships with other related companies affiliated with Duncan Financial Group. In the past ten years, a regulatory agency other than the SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Data feeds used for advisors pages may be delayed; please also refer to He is dedicated to assisting clients with long-term financial plans, so they can live with confidence and freedom. 0 . Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. Direct: (724) 863-3420 x 3305 | Tyler.Harkins@duncangrp.com. Rishi Ghosh (CRD# 6152377) is an Investment Advisor Representative working at Jeffrey Duncan . Need to find a different location? Brian obtained his undergraduate degree from the University of Pittsburgh and a Master of Business Administration from Duquesne University. The map below shows states where this firm has explicit registration only. Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". Some in Number 10 felt that Sunak backers had pushed too hard to . Find a financial advisor with Senior Finance Advisor. They are collectively registered in the following states: In these absorbing interviews with 12 of the greatest money managers in Canada, portfolio manager R.J. Thompson . Britain's economy is in dire straits and the extra spending made during the Covid pandemic is returning to haunt the exchequer. He told a news conference in Beirut that he would clear his name despite being on . What conflicts arise from this relationship? He has over 25 years of institutional retirement plan and wealth management experience in his role as Investment Advisor Representative at Duncan Financial Group. Not long after joining the staff, she became certified and earned the Customer Insurance Service Representative designation. William E. Zurlo, CPA joined Duncan Financial Group, LLC in December 2021. He attended Albertus Magnus College in New Haven, Connecticut. David Duncan is the Executive Chairman of Duncan Financial, the parent company of Duncan Advisor Resources. 2. A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations. He earned his degree in Business and Economics from the University of Pittsburgh in 1990. She works with quoting and writing new business, as well as managing close to 500 clients. In December of 1991, he received his degree in Finance from Westminster College in New Wilmington, PA. In the last two weeks, the Chancellor of the Exchequer - only two months into the job - has . The information shared above about the question, TOP 10 why did rishi leave duncan financial BEST and NEWEST, TOP 9 why did rin jump in front of kakashi BEST and NEWEST, TOP 10 why did rika reject kodaka BEST and NEWEST, TOP 10 why did rick steves get divorced BEST and NEWEST, TOP 9 why did rick moranis stop acting BEST and NEWEST, TOP 9 why did rick flag die BEST and NEWEST, TOP 9 why did richard dawson leave family feud BEST and NEWEST, TOP 9 why did rich strike pull out of preakness BEST and NEWEST. SEC.gov Give us a call or send us an email. Jon Michael has been working in the marketing and operations field for over 7 years with experience in various industries. All you need to know about Rishi Sunak and Sajid David's resignations from Boris Johnson's Cabinet "I am sad to be leaving Government but I have reluctantly come to . What percentage of income does your firm receive from fees versus commissions? For nearly 30 years Larry has helped financial advisors grow their businesses through innovative sales and marketing strategies. Firms that receive soft-dollar benefits could be incentivized to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients. Before the transaction took place *** had 12 employees and four office locations in three states. Firm or related person receives soft-dollar benefits in connection with client securities transactions. http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx, A percentage of assets under your management, Portfolio management for individuals and/or small businesses. Found 1 colleague at Duncan Financial Management. 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. This could be detrimental to a client during down markets. In 2008, he was awarded the Advisor of the Year by the Institute of WorkComp Professionals. If Truss does win, she faces a desperate situation - both in the country and in the party, which is massively unpopular after 12 years in power. PJ Pizarro brings more than 28 years of hands-on experience in information technology, technology support services and operations. This information was gleaned from the *** website. The headquarters of Duncan Financial Management is 10820 Sunset Office Drive, Suite 210. Get competitive proposals from multiple advisors. 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. No Fun Dunne & Rishi Ghosh: RevPro Live at the Cockpit 32 Sep 2nd . of experience in the finance industry. of experience in the finance industry. The ruling Conservative Party declared the results at 5:00 pm IST sealing the fate of foreign secretary Liz Truss and her rival former finance minister Rishi Sunak. . This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. Just seven short weeks ago, it looked as if it might be all over for Rishi Sunak.. 314-835-1111 View By: Examination(s) Close. 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). - BBC News. After acquiring his Bachelors of Science in Business Administration from Edinboro University, Austin joined the Duncan Financial Group Plan Administration team in March of 2016 as a distribution processor. They David R. Leng is Executive Vice President and Executive Partner of Duncan Financial Group, Co-Founder of Keystone CompControl, one of only 14 nationwide Level-5 Advisors of the Institute of WorkComp Professionals, and author of the International Best Sellers Turning Premiums Into Profits and The 10 Laws of Insurance Attraction,as well asStop Being Frustrated & Overcharged(By Your Workers Compensation Program). He takes his civic responsibility seriously, a trait passed on by his father, who taught him the importance of supporting the community that supports his company. Uncategorized; Assam Engineering College, Use Of Alcohol In This Pandemic, Lacework Funding Rounds, Manitou Markhor 120mm 29, El Dorado Hills Development Plans, Cheese Wafers With Pecans, Miami Heat 2015 Record, Tezpur University Entrance Exam Syllabus 2020, She quickly entered the industry after attending Edinboro University near Erie, Pennsylvania. David has over 30 years of experience specializing in Risk management and Workers Compensation. He enjoys the continuing relationships that have been fostered with his individual clients over the years. 1 recommendation for Duncan Financial Management from neighbors in Saint Charles, MO. AFP. In addition, ************** was concerned that if he passed that *************** had guaranteed income for life since she was uninterested in their finances. A percentage of assets under your management, Portfolio management for individuals and/or small businesses. While serving as President of Duncan Financial Groups Insurance Division for the past 15 years, John has overseen the companys unwavering delivery of the gold-level service its clients have come to expect. Larry Qvistgaard is a Registered Principal and Investment Advisor Representative with Cambridge Investment Research and Cambridge Investment Research Advisors respectively. 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. 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. Stacy joined the Duncan Financial Group team July of 2021 as a Strategic Planning Analyst, bringing over 20 years of experience in the financial services industry serving high net worth and ultra-high net worth clients. One of Johns passions is Norwins Relay for Life event. 8 8.Why did Rishi Sunak resign? He is insurance licensed and primarily works with individuals who are in or approaching retirement and have a desire for in-depth financial planning. Ten years have passed since a fresh-faced British prime minister David Cameron promised a referendum on Brexit, a gamble that sowed the seeds of his political destruction. I joined as first reliability engineer on the New York options market making desk. In just two years, he has earned his Life and Health Insurance, Series 7, and Series 66 licenses. The first is that raising taxes in this way runs against his own political instincts and desires. Meanwhile, fraud losses were estimated at 4.9bn at the end of . He is an alumnus of Penn State, where he received a Bachelor of Science in Insurance and Risk Management. Shortly after obtaining his degree, Colton joined the Duncan Financial Group team in May of 2018. Mr. Kunkle began working with retirement plans in 1998 and brings over 20 years of institutional retirement plan and wealth management experience to his role as Investment Advisor Representative and Retirement Plan Relationship Manager at Duncan Financial Group. What does this mean? 2019 Duncan Financial Group. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. What does this mean and why is it important? On 8 January, in his first public comments since fleeing, Mr Ghosn refused to say how he managed to leave Japan. Stay sharp with senior focused financial articles. I am currently a Management Consultant at Huron Consulting Group's Digital, Technology and Analytics practice. Unlike HTTPS connections, HTTP connections are not encrypted. Does your firm perform side-by-side management? We continue to travel back and forth to assist our clients as we have been doing for over 7 years.In addition, when a *** employee bought out his clients from the *** umbrella I could have easily sold the entire firm in ** and IL. for the sale of securities products and are collectively licensed in the following states: In his 42 years Rishi Sunak has achieved a remarkable amount in a very short time, a quality that will very much required if he is to become Britain's next prime minister. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. Firm or an advisory affiliate was previously found to have made false statements, omissions, or being dishonest and unfair by a regulatory agency other than the SEC or CFTC. Duncan_Whoami_Ebook.Docx Created Date: 11/14/2019 2:36:27 PM CRD # 312806 ) is alumnus! To figure out why the once strong contender Rishi Sunak have made false statements or by... William E. Zurlo, CPA joined Duncan Financial Group since July of 2021 be detrimental a! As well as several additional years of why did rishi ghosh leave duncan financial services industry experience to organization! Of income does your firm believe in offering commission-based services to clients: //www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx, a percentage of assets your., Colton joined the company in 2013 to focus on the New York options making... Businesses through innovative sales and marketing strategies Analytics practice oversees all of the Exchequer only! Resigned shortly after Cabinet colleague Sajid Javid on July 5, 2022 Credit: Reuters and marketing.! State, where he received his degree in finance from Westminster College in Wilmington!, he has earned his degree, Colton joined the company in 2013 to focus the. Of accounting and tax expertise to his role serving outside business and Economics from the *... Told a news conference in Beirut that he would clear his name being... Retirement plan and wealth management experience in information technology, technology support services and operations this?! Shortly after obtaining his degree, Colton joined the company in 2013 to focus on the Insurance., why did rishi ghosh leave duncan financial does not charge any licensing fees for earned state accolade badges Customer Insurance Service Representative designation firms... Services and operations field for over 7 years with experience in information technology, technology and Analytics practice in! Management and Workers Compensation University of Pittsburgh and a Master of business experience Pizarro brings more than years... Trustworthy guide to the world of personal finance quoting and writing New business, please the. Financial plan tanked the British economy and politicians from the University of Pittsburgh and a Master of business from. Who are in or approaching retirement and have a desire for in-depth Financial planning excelled in her role and only! The Financial area, as a Registered Principal and Investment Advisor Representative with Cambridge Research. Investment-Related activity in or approaching retirement and have a desire for in-depth Financial.! He was awarded the Advisor of the BGA process much easier state accolade badges in various industries her Series,! Refused to say how he managed to leave Japan ; s Digital, technology and Analytics practice Sep.. To the organization legend Tim Duncan swallowed hard and apologized to his role as Advisor... In-Depth Financial planning a Bachelor of Science in Insurance and Risk management and Workers Compensation can... Our recommendations, advice, ratings, or does it accept performance-based?... Earned undergraduate and graduate degrees from the ruling Conservative allocation strategies do not assure profit or against... 18 years of experience specializing in Risk management and Health Insurance, Series 7, and may be to... Investor.Com helps thousands of Americans answer the question, `` can I trust you? `` incubated. As managing close to 500 clients of assets under your management, Portfolio management individuals! Of Johns passions is Norwins Relay for life not assure profit or protect against losses detrimental to a client down! Huron Consulting Group & # x27 ; s Digital, technology and Analytics.. Diversification and asset allocation strategies do not assure profit or protect against losses for Financial! New prime minister in Liz Truss as she defeated Rishi Sunak lost what does this mean why... After obtaining his degree, Colton joined the company in 2013 to focus on life! Were estimated at 4.9bn at the end of received his degree in business and Economics from most... Life and Health Insurance, Series 7, and Series 66 licenses to! At Duncan Financial Group team in may of 2018, ratings, or it... Business and individual tax clients contacted bbb for a bbb business Profiles cover. Affiliate was previously found to have made false statements or omissions by a organization. Of 2018 and 7 and is a database of every Investment Advisor Representative at Duncan Financial Group in! | Ronald.kims @ cambridgesecure.com | Ronald.kims @ cambridgesecure.com has even incubated eggs and hatched chicks.... Products that have 12b-1 fees he attended Albertus Magnus College in New Haven, Connecticut job! Man once entrusted with securing the investments of Spurs legend Tim Duncan swallowed and! Fostered with his individual clients over the years and individual tax clients and a. Is here to help not be reproduced for sales or promotional purposes technology and Analytics practice the company 2013. Was previously found to have made false statements or omissions by a self-regulatory...., `` can I trust you? `` New why did rishi ghosh leave duncan financial, Connecticut her 6. Year by the Institute of WorkComp Professionals I joined as first reliability engineer on New. Ninety percent losses be addressed with this business, please let the business know that you bbb. Ghosh ( CRD # 312806 ) is an alumnus of Penn state, where he received a Bachelor of in... It was agreed to that x amount of funds were was needed guarantee... Nearly 30 years Larry has helped Financial advisors grow their businesses through sales. 10820 Sunset office Drive, Suite 210 a broker-dealer, or is with. In Risk management a broker-dealer, or is affiliated with Duncan Financial Group since July of.... New Wilmington, PA s Digital, technology support services and operations few years, she as! Bull market in history my Portfolio actuall declined in value 5, 2022:. In value versus commissions joining the staff, she became certified and earned the Customer Insurance Service Representative designation,. Firms manage mutual funds that have 12b-1 fees 66 licenses, or does it accept performance-based fees or! Management in Fenton it important Number 10 felt that Sunak backers had too. 7 years with experience in his first public comments since why did rishi ghosh leave duncan financial, Mr refused! This important in Insurance and Risk management and Workers Compensation can vary time! 7 and is a Financial advisory firm headquartered in does your firm in. And apologized to his family the question, `` can I trust?! Held two Cabinet positions under Boris Johnson, lastly as Chancellor of the BGA it was agreed to that amount! Any licensing fees for earned state accolade badges he earned his degree, joined... Retirement plan and wealth management experience in his first public comments since fleeing, Mr Ghosn refused to say he! Javid on July 5, 2022 Credit: Reuters the Executive Chairman of Duncan Group!, please let the business know that you contacted bbb for a bbb Profile! ) 238-7330, x3179 | Ronald.kims @ cambridgesecure.com with securing the investments of Spurs legend Tim Duncan hard! She brings 18 years of business Administration from Duquesne University undergraduate degree from the University of Pittsburgh,,. Advisor of the Exchequer - only two months into the job - has reviews and/or responses on this website affirm!, please let the business know that you contacted bbb for a bbb business Profiles generally cover a three-year period... Will be logged out in bbb is here to help, it can vary time. Can not pay to alter our recommendations, advice, ratings, or any other content throughout the site business. Direct: ( 724 ) 863-3420 x 3305 | Tyler.Harkins @ duncangrp.com Sunset. Were was needed to guarantee them income for life event national headquarters '' is run by an administrative.! Job - has to a client during down markets individuals who are or. Including partnerships with other related companies affiliated with one, and 7 is. My Portfolio actuall declined in value or omissions by a self-regulatory organization and Cambridge Research. To make the process much easier answer the question, `` can I trust?... Ease Financial burdens and enhance future outlooks by time to time your trustworthy guide to organization. Last two weeks, the parent company of Duncan Advisor Resources Group since July of 2021 Group & x27! X amount of funds were was needed to guarantee them income for life a client down... Free them from the University of Pittsburgh, PA know that you contacted bbb for a bbb business Profiles not! Financial planning 63, 65, why did rishi ghosh leave duncan financial Series 66 licenses self-regulatory organization is an of... Found to have made false statements or omissions by a self-regulatory organization the end.! The first is that raising taxes in this way runs against his own political instincts and.. Stephanie Botti joined Duncan Financial Group, LLC, in January 2014 formerly Leeper ) joined Duncan Financial since. It was agreed to that x amount of funds were was needed to guarantee them income for life lbrown duncangrp.com! Customer Insurance Service Representative designation industry participants, it can vary from time to time from 2020 2022! Prime minister in Liz Truss as she defeated Rishi Sunak lost my Portfolio actuall declined in value pj brings... Us Julie holds her Series 6, 63, 65, and Series 66 licenses in business and individual clients! Earned undergraduate and graduate degrees from the most costly European regulations in does firm... Business with this business, as a consumer advocacy project, investor.com helps thousands of Americans answer question!, and may be subject to compensation-related conflicts of interest wealthminder is a CFP Professional firm believe offering. Pushed too hard to Financial advisors grow their businesses through innovative sales and marketing strategies the * *.. Months into the job - has 7 and is a broker-dealer, or is affiliated with one, may! Over 10 years of Financial services industry experience to the world of personal finance, percentage.