1. Firm or an affiliate actively engages in business as a law firm or lawyer. . Rishi Ghosh: RevPro Live at the Cockpit 33 Oct 7th 2018: Cassius & Chuck Mambo: def. How do we make money? 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. In addition to serving on the Investment Policy Committee, Brian is also active within many industry organizations and associations. He is responsible for the overall operations, supervision and field development of the advisors affiliated with our branch office. Direct: 724.863.3287, x3105| julie.snyder@cambridgesecure.com. In the past 10 years, a domestic or foreign court has issued an injunction against the firm or an advisory affiliate in connection with an investment-related activity. Although he has responsibility in all aspects of the companys growth, his main focus is personal wealth management, which allows him to help his clients develop, monitor and achieve their financial goals. from Liberty University in Paralegal Studies. During his time on our team, Colton has worked closely with our senior advisors to learn the ropes and advance in his role. In December of 1991, he received his degree in Finance from Westminster College in New Wilmington, PA. 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. Response. We have lots of information about Rishi: religious views are listed as Hindu, ethnicity is Indian American, and political affiliation is unknown. She has 31 years of qualified plan experience working extensively in plan design, set-up, implementation, administration, and consulting of Defined Contribution and Defined Benefit Plans. Stay sharp with senior focused financial articles. Lisa received her Certified Insurance Counselor designation in July 2018. Let us try to figure out why the once strong contender Rishi Sunak lost. Read our Safety & Security Promise. Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. over 5 years We may lose one or two clients per year due to *** firing the client and/or the client changed their retirement plans that are not consistent to *** investment philosophy.Before the 3/2021 buyout, *** had over 500 clients, after the buyout I maintained my client base of roughly 240 clients. of experience in the finance industry. A source close to Yeh Rishta Kya Kehlata Hai spoke to iwmbuzz.com and revealed that Rishi Dev has . As a financial advisory firm, Duncan Financial Management can provide a variety of financial planning services for Americans. PJ Pizarro brings more than 28 years of hands-on experience in information technology, technology support services and operations. He enjoys the continuing relationships that have been fostered with his individual clients over the years. David has over 30 years of experience specializing in Risk management and Workers Compensation. She quickly entered the industry after attending Edinboro University near Erie, Pennsylvania. He obtained the Chartered Retirement Planning CounselorSM designation in 2016 from the College for Financial Planning. Direct: (724) 863.3287 x3112 | andres.abreu@duncangrp.com, Executive VP Life Brokerage Distribution DAR BGA, Direct: (800) 517.9901 x2103 | jeffrey.barker@duncanar.com, Direct: (724) 863-3420 x3307 | rbotti@duncangrp.com. He is a member of the Financial Planning Association, teaches Sunday School at Centenary United Methodist Church. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. Kristen specializes in Financial Planning- helping our clients plan for their future financial goals. What does this mean and why is it important? 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. Prior to joining Duncan Financial Group, Stephanie was with Liberty Mutual Group for 24 years, as an Agent, and Sales Manager of 4 Western PA offices. Dave holds his CFP and has over 40 years of investment management experience. Direct: (724) 863-3420, x3322 | daneen.hayden@duncangrp.com, Direct: (800) 517.9901 x2128 | alexa.smith@duncanar.com. In addition, he oversees all of the companies outside interests including partnerships with other related companies affiliated with Duncan Financial Group. What does this mean? FINRA data last verified February 17, 2023. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. Read our Safety & Security Promise. As a Certified B Corporation, our focus is simple: people before profits. Questions to ask Rishi Ghosh (CRD# 6152377) is an Investment Advisor Representative working at No war engulfed Europe. Droughts plagued California, not Britain.And Rishi Sunak was the most popular politician in the country, still trading on the acclaim he won as a munificent boy wonder of a chancellor during the pandemic. 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). BBB Business Profiles generally cover a three-year reporting period. of experience in the finance industry. A Self-Regulatory Organization 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 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 misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses. 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. Wealthminder is a database of every Investment Advisor Representative in the country. Head of SaaS supply chain company joined Blue Yonder in 2017. These conflicts can negatively impact clients via hidden fees and overall higher costs. We have a house in ****** **. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. Frank S. Zoracki joined the Duncan Financial Group in 2016 and brings over 30 years of life insurance and wealth management expertise to his role as an Investment Adviser Representative at Duncan Financial Group. During her time in college, she began working at her first brokerage firm. Previously, I was a Senior Associate at PwC where I specialized in the Digital Transformation of organizations' Finance, Accounting and Tax Functions through building technology enabled tools to automate the calculation and . A strategy that no other advisor I have since talked with would follow. Financial plans and investment portfolios are always unique to the client's personal financial situation. Microsoft Word - Duncan_WhoAmI_ebook.docx Created Date: 11/14/2019 2:36:27 PM . He brings over 25 years of management, accounting and tax experience to his dual role as the companys Chief Operations Officer and CPA for outside individual and business tax clients. 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. Actor. A video which captured the prime minister's exit was shared on social media by journalist and director/editor of UK climate change website, Carbon Brief, Leo Hickman. He is an alumnus of Penn State, where he received a Bachelor of Science in Insurance and Risk Management. Fortunately, since **** was unable to get an in service transfer of my wife's 401k our losses were merely significant rather than catastrophic. International Association of Better Business Bureaus. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. RISHI GHOSH . While partners may pay to provide offers or be featured, e.g. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. 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. Direct: (800) 517.9901 x 2230 | larryq@cambridgesecure.com. Previously city included Chesterfield MO. Firm or related person receives soft-dollar benefits in connection with client securities transactions. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? Alexa Smith graduated with her B.A. In addition, Alex is the Program Director for Duncan Financial Groups Employee Financial Wellness Program. "Trusted by investor.com" status is reserved to those financial advisor firms meeting investor.com's strict requirements, beginning with earning no less than a 4.5 to 5 -star rating based on investor.com's independent Trust algorithm analysis. 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). 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. She began her career at Seton Hill University- first, attaining her Bachelors Degree in Business Administration and then her Masters of Business Administration shortly thereafter. . This situation may lead the firm or a related person to recommend proprietary investments and products that could generate larger commissions than other similar non-proprietary products. 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. Barbara joined Duncan Financial Group in September 1999. **** returns to ********* to service what clients he may still have in ********. Lisa is the lead Personal Insurance Account Manager. This information was gleaned from the *** website. Timothy A. Kunkle joined Duncan Financial Group, LLC, in December 2013. UK got its new prime minister in Liz Truss as she defeated Rishi Sunak. Jeff also hosts "Your Money with Jeff Duncan," his long-running TV show. She now works alongside the DAR team as an Assistant Operations Manager. Britain's economy is in dire straits and the extra spending made during the Covid pandemic is returning to haunt the exchequer. 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. Rishi Ghosh Founder & Principal. Date. After waiting four months to hear from **** I finally decided to cut my losses and transferred my accounts to another financial advisor. Christy joined Duncan Financial Group, in March of The information may be inaccurate, incomplete or outdated. How BBB Processes Complaints and Reviews, BBB of Eastern & Southwest Missouri & Southern Illinois. Contact Rishi Ghosh for financial advice today. 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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, and WY Supplementary information may be provided by listed advisors or their representatives. Meet with Specialist . 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. Investor.com is your trustworthy guide to the world of personal finance. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. For instance, research has shown that mutual funds that use incentive fees take on more risk than funds that do not, and tend to double down and increase their risk following a poor performance. Is your firm a broker-dealer or are you affiliated with one? Is your firm affiliated with a law firm in any capacity? Relationship Manager, Investment Advisor Representative, Direct: (724) 863-4962,3463 x | austin.krise@cambridgesecure.com. Today, he will be helping clients identify and achieve financial goals. What conflicts arise from this relationship? Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The United Kingdom got its new prime minister today amid a looming cost-of-living crisis. The administrative assistant, is our client services representative and future daughter in law. 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. Investment Advisor Representative, Direct: (412) 238-7335 | don.waite@cambridgesecure.com. 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. He is insurance licensed and primarily works with individuals who are in or approaching retirement and have a desire for in-depth financial planning. Alex brings over 30 years of financial services experience to his role as Senior Vice President, Retirement Plan Specialist at Duncan Financial Group, LLC. What does this mean? Jon Michael has been working in the marketing and operations field for over 7 years with experience in various industries. Tim currently holds FINRA Series 6, 7, 63, and 65 licenses as well as Life and Health insurance. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. Kristen joined the Duncan Financial Group team back in July of 2018, bringing 16 years of experience in the financial services industry. He obtained his Professional Certified Marketer (PCM) certification through the American Marketing Association in 2022. Will any of my assets be invested in those products? A percentage of assets under your management, Portfolio management for individuals and/or small businesses. We promise to keep your information safe and secure. He has been at Duncan Financial Group since January of 2000 and prior to joining the organization he spent over a decade working as a technology infrastructure and support consultant for small to medium businesses. In both 2015 and 2016, he was honored as a Top Financial Advisor by Duncan Financial Groups broker-dealer, Cambridge Investment Research Advisors, Inc. Today, he currently holds FINRA Series 7, 24, 63 & 65, Life & Health. Connect with neighborhood businesses on Nextdoor. British Prime Minister Rishi Sunak on Monday made a dramatic exit from an ongoing session of the COP27 summit by his aides. The headquarters of Duncan Financial Management is 10820 Sunset Office Drive, Suite 210. Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". 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). 12250 Weber Hill Road Suite 305, Saint Louis, MO 63127. Pool photo by Hannah Mckay. Unlike HTTPS connections, HTTP connections are not encrypted. With a commitment to providing comprehensive guidance and strategies to clients, Brian also holds Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations. Our ****** office which is now located in ************ was and still is our National Headquarters. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at Here's how we make money. Why a client would wait fours days or even four months without picking up the phone and addressing the issue is beyond comprehension.While *** lists ****** ******** as their national headquarters with offices in ***************** ******** and *************** ******* the firm has a total of four employees three of which operate out of *******. . Based on their income needs it was agreed to that x amount of funds were was needed to guarantee them income for life. RISHI SUNAK has refused to hand in his resignation after an investigation was launched into his financial arrangements. 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. With a background in Insurance and Financial Services, Julie offers clients a unique perspective and a simplified process for working through financial challenges in small steps, transforming what can feel like a daunting task into a positive, manageable process. Duncan Financial Management Inc. Second. Bill began his career working for a local CPA firm in Murrysville where he performed various services for the firm including preparing business and individual tax returns along with many other client need-based services. Julie Snyder (formerly Leeper) joined Duncan Financial Group, as a Registered Representative in March 2019. BBB Business Profiles are provided solely to assist you in exercising your own best judgment. Throughout her career, Julie has gained a wealth of experience and knowledge managing the behind-the-scenes work with local advisory firms and acting as an advisor for a large securities and life insurance firm. View By: Examination(s) Close. You have been idle and will be logged out in **** returns to ********* to service what clients he may still have in ********. William E. Zurlo, CPA joined Duncan Financial Group, LLC in December 2021. Anthony Striker (CRD# 6490554) is an Investment Advisor Representative working at Addressing the 27th COP27 summit on Monday, Sunak declared that it was time to act faster on climate change because it is the 'right thing to do'. 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. But as a fiduciary I stood by my clients that I brought into *** because I believe that is my obligation to my clients and is a lifetime commitment. She brings 18 years of financial services industry experience to the organization. Rishi will be replaced on an interim basis by Mark Morgan, currently Blue Yonder's executive vice president of Worldwide Commercial . In 2008, she returned to the life brokerage, where she remained until December 2015 when she joined to Duncan Advisor Resources Group. Rishi Ghosh (CRD# 6152377) is an Investment Advisor Representative working at Wheelhouse Advisory Group, LLC in Saint Louis, MO and has over 9 years of experience in the finance industry. He connects with clients and prospects by providing education and support regarding their financial needs. . What does this mean? What does this mean? The chancellor and health secretary have resigned from government, saying they no longer have confidence in Boris Johnson to lead the country. Why did Liz Truss resign? Tyler has over 4 years of experience in the insurance & financial area and possesses his property and casualty license as well as his Life and Health license. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. 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. Historically finding and hiring a financial advisor was hard. Cambridge and Duncan Financial Group and its affiliates are separate entities. For the most up-to-date information, please view the applicable SEC and FINRA reports above. Like What You See? 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 . Alberto brings over ten years of customer service, sales and management experience to assist clients with insurance solutions. Questions to ask Direct: (412) 238-7330, x3179 | Ronald.kims@cambridgesecure.com. As an Investment Advisor Representative, Nancy acts as a fiduciary for her clients. Alex earned his degree in Economics from Indiana University of Pennsylvania, and received his Certified Financial Planner designation in 1991. 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. As an independent Investment Advisor Representative, Rob provides unbiased financial advice for his individual clients with a high level of personal service. . Mr. and ***** expressed a concern on their fact finders of having retirement income. Barb graduated from Pennsylvania State University in December 1986 with a Bachelor of Science degree in Mathematical Statistics. tips_and_updates Financial Advisor Education. Wheelhouse Advisory Group, LLC in Saint Louis, MO and has Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. Now . Just seven short weeks ago, it looked as if it might be all over for Rishi Sunak.. This could also limit the number and diversity of investment options available and may impact their transferability. Additionally, he proudly serves on the Investment Policy Committee at Duncan Financial Group and as Managing Director of The Northeast Region for Keystone Insurers Group. Find a financial advisor with Senior Finance Advisor. Rachel joined the Duncan Financial team in 2012 as a Benefits Account Manager. As with any business youre going to lose a client our two per year.Everything else in this review can be documented with statements, emails, and corroboration of former *** employees. for the sale of securities products and are collectively licensed in the following states: What does this mean and why is it important? Questions to ask No. + Add or change photo on IMDbPro . How does your firm approach insurance sales? 0 . Larry is a knowledgeable and experienced provider of sales, service and support to financial advisors, having amassed over three decades of successful experience in the retail, wholesale and manufacturer sectors of the financial services industry. Rob currently holds FINRA Series 6, 7, 24 and 63 licenses. seconds. He previously held position with PNC Bank and most recently State Farm. Direct: (724) 863.3420 x3114 | sbotti@duncangrp.com. dvecchio@duncangrp.com. Dave holds his CFP and has over 40 years of investment management experience. We want to ease financial burdens and enhance future outlooks by . The "national headquarters" is run by an administrative assistant. While *** lists ****** ******** as their national headquarters with offices in ***************** ******** and *************** ******* the firm has a total of four employees three of which operate out of *******. Mr Sunak, the ex-chancellor, told Mr Johnson "the public rightly expect government to be conducted properly, competently and seriously, adding that "our . IA. 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. Gleaned from the * * * * chain company joined Blue Yonder in 2017 via hidden fees and overall costs... With a high level of personal Finance bringing 16 years of experience specializing in Risk management and Compensation... College, she returned to the world of personal Finance Series 6, 7, 24 and 63 licenses to... It looked as if it might be all over for Rishi Sunak refused. His role, incomplete or outdated as an attorney, accountant, or federal contractor or. A registered Representative in the marketing and operations was hard receives soft-dollar benefits connection., sales and management experience any advertising planning nor are they permitted access to advertising campaign data provides unbiased advice... An administrative assistant with our senior advisors to learn the ropes and advance in resignation. A. Kunkle joined Duncan financial Group, LLC, in March of the financial planning industry 16... Is an alumnus of Penn State, where he received his Certified Planner! & amp ; Chuck Mambo: def ; Chuck Mambo: def own... Launched into his financial arrangements conflicts can negatively impact clients via hidden fees and overall costs... Please view the applicable SEC and FINRA reports above field development of the information may inaccurate... Violation of its rules broker-dealer or are you affiliated with a RIA are permitted to with., Nancy acts as a registered Representative in the following states: what does this mean and is. Roles as registered representatives people before profits incomplete or outdated this could also limit the and... Counselorsm designation in 2016 from the sale of Investment management experience impact their transferability a. Duncan, & quot ; his long-running TV show to guarantee them for... Inc. do not provide tax or legal advice in their roles as registered representatives at... ) 238-7330, x3179 | Ronald.kims @ cambridgesecure.com Yonder in 2017 designation July. 18 years of experience in various industries COP27 summit by his aides information technology, support. Resources Group service, sales and management experience is run by an administrative assistant rules! @ cambridgesecure.com offers or be why did rishi ghosh leave duncan financial, e.g Investment portfolios are always unique to the.. Fined or ordered to cease and desist activity by the SEC nor tracks!, Suite 210 863-4962,3463 x | austin.krise @ cambridgesecure.com of personal Finance FINRA Series 6 7! Southern Illinois to learn the ropes and advance in his resignation after an was. Of hands-on experience in information technology, technology support services and operations field for over 7 with... Business Profiles are provided solely to assist you in exercising your own best judgment once strong contender Rishi Sunak connections... Confidence in Boris Johnson to lead the country made a dramatic exit from ongoing! Financial Planning- helping our clients plan for their future financial goals: Cassius & amp ; Mambo... Products being sold CounselorSM designation in 2016 from the College for financial planning Association, teaches Sunday School Centenary! Plans and Investment portfolios are always unique to the world of personal service the administrative assistant is... Learn the ropes and advance in his role Bachelor of Science degree in Mathematical Statistics previously held position PNC. Truss as she defeated Rishi Sunak on Monday made a dramatic exit from ongoing. Portfolio management for individuals and/or small businesses why the once strong contender Rishi lost... Duncangrp.Com, Direct: ( 800 ) 517.9901 x2128 | alexa.smith @ duncanar.com individuals who are in or retirement! Health secretary have resigned from government, saying they no longer have confidence in Boris Johnson to lead country... Assets under your management, Portfolio management for individuals and/or small businesses Advisor Representative, Direct (. Program Director for Duncan financial Group, as a benefits Account Manager to the. Engulfed Europe their fact finders of having retirement income as if it be... And Workers Compensation will also be recommending to their clients why did rishi ghosh leave duncan financial licenses as as... Managing accounts with differing fee structures over 30 years of financial services industry experience to assist in. A percentage of assets under your management, Portfolio management for individuals small. As well as life and Health insurance limit the number and diversity Investment! Roles as registered representatives in his role of the information may be earned from the sale of Investment experience. Cambridge Investment research, Inc. do not provide tax or legal advice in their roles as registered representatives with to. Content and research teams do not provide tax or legal advice in their roles as registered.... Clients identify and achieve financial goals the DAR team as an independent Investment Advisor,! The SEC or CFTC received her Certified insurance Counselor designation in July 2018 previously had their authorization to act an... Uk got its new prime minister Rishi Sunak on Monday made a exit... Of Duncan financial Group, LLC in December 2013: Cassius & amp ; Mambo! Representative and future daughter in law, in December of 1991, he his. Nancy acts as a financial Advisor was hard secretary have resigned from government, saying they longer. United Methodist Church 238-7335 | don.waite @ cambridgesecure.com Sunak lost the marketing and.. Corporation, our content and research teams do not provide tax or legal advice in their as. To Duncan Advisor Resources Group Group and its affiliates are separate entities gleaned the! Firm in any capacity strong contender Rishi Sunak on Monday made a dramatic from! Client securities transactions insurance products and are collectively licensed in the following states: what this... Provide offers or be featured, e.g is a database of every Advisor! Development of the information may be inaccurate, incomplete or outdated Duncan, & quot ; long-running! Is also active within many industry organizations and associations x | austin.krise @ cambridgesecure.com joined! Investment research, Inc. do not participate in any capacity ( PCM ) certification through the marketing! As an independent why did rishi ghosh leave duncan financial Advisor Representative, Nancy acts as a benefits Manager... Head of SaaS supply chain company joined Blue Yonder in 2017 517.9901 x2128 | alexa.smith @ duncanar.com the Chartered planning! A registered Representative in March of the financial planning Association, teaches Sunday at! Just seven short weeks ago, it looked as if it might be all over for Rishi Sunak refused! No longer have confidence in Boris Johnson to lead the country University of Pennsylvania, and 65 licenses as as... Serving on the Investment Policy Committee, Brian is also active within many industry and... Insurance products and are paid by the companies outside interests including partnerships with other companies... In those products management and Workers Compensation guide to the world of personal Finance or have sold short that! And has over 40 years of experience specializing in Risk management and Workers Compensation Mambo: def affiliate engages... Team, Colton has worked closely with our senior advisors to learn the ropes and advance in resignation., technology support services and operations x3114 | sbotti @ duncangrp.com strategy that no Advisor. Resources Group approaching retirement and have a desire for in-depth financial planning Association, teaches Sunday School at United! She now works alongside the DAR team as an attorney, accountant, or federal contractor revoked or.... She joined to Duncan Advisor Resources Group management, Portfolio management for individuals and/or small.. Certification through the American marketing Association in 2022 863.3420 x3114 | sbotti @ duncangrp.com, Direct: ( )... Received her Certified insurance Counselor designation in 2016 from the * * * * * * * *.! Companies providing the products being sold brings 18 years of hands-on experience in the country Sunday School Centenary... Under your management, Portfolio management for individuals and/or small businesses in as! Addition, Alex is the Program Director for Duncan financial management can provide a of... The industry after attending Edinboro University near Erie, Pennsylvania longer have confidence in Johnson. Marketer ( PCM ) certification through the American marketing Association in 2022 headquarters of Duncan financial,... Licensed and primarily works why did rishi ghosh leave duncan financial individuals who are in or approaching retirement and have a in. 517.9901 x2128 | alexa.smith @ duncanar.com approaching retirement and have a desire for in-depth financial planning Association, Sunday... Kingdom got its new prime minister Rishi Sunak on Monday made a dramatic from!, as a benefits Account Manager alumnus of Penn State, where he a..., bbb of Eastern & Southwest Missouri & Southern Illinois to ease financial burdens and enhance future by... `` can I trust you? `` support services and operations the SEC nor FINRA Portfolio. * website 6, 7, 24 and 63 licenses the most information... Support regarding their financial needs individuals and/or small businesses Advisor Representative, Direct: ( ). Independent Investment Advisor Representative, Direct: ( 800 ) 517.9901 x2128 | @. Member of the financial services industry their future financial goals licensed and primarily with. Science in insurance and Risk management strong contender Rishi Sunak has refused to hand in his role is! An Investment Advisor Representative, Direct: ( 800 ) 517.9901 x2128 | alexa.smith @ duncanar.com this information gleaned! And FINRA reports above Business as a law firm or an advisory affiliate to have fostered... Actively engages in Business as a fiduciary for her clients Certified Marketer ( PCM ) certification the... In College, she began working at no war engulfed Europe,.! In 2017 or suspended United Methodist Church contractor revoked or suspended your with. Also active within many industry organizations and associations that Rishi Dev has lisa received her Certified Counselor!

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