Nathan Duncan, financial advisor Aviston IL

Nathan Duncan

CRD Number: 7579856
Current Firm: Mml Investors Services, LLC

Nathan Duncan (CRD# 7579856) is an Investment Advisor Representative working at Mml Investors Services, LLC in Aviston, IL and has 1 year of experience in the finance industry.

Similar Advisors
Drew Achter, financial advisor Aviston IL
Drew Achter
CRD# 6389695
Lpl Financial LLC
Similar Advisors
Paul Alegnani, financial advisor Aviston IL
Paul R. Alegnani
CRD# 2540163
Archford Capital Strategies, LLC
Similar Advisors
Joe Allaria, financial advisor Aviston IL
Joe M. Allaria
CRD# 6122862
Carsonallaria Wealth Management, Ltd.
Company Name Location Dates Years
Mml Investors Services, LLC Chesterfield, MO Jul 2022 - Current 1
Massmutual Insurance Company Chesterfield, MO Jul 2022 - Current 1
Federal Bureau Of Prisons Greenville, IL Jan 2012 - May 2022 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2022
Contact Info for Nathan J. Duncan
Phone Number: (413)737-8400
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    72,828
    MILLIONS
  • Total Number of Accounts
    351,645
    ACCOUNTS
  • Average Account Value
    $207,106
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.