Alexander Duncan (CRD# 7735376) is an Investment Advisor Representative working at Equitable Advisors, LLC in Englewood, CO and has 1 year of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | May 2023 - Current | 1 |
| Unemployed | Arvada, CO | Nov 2022 - May 2023 | < 1 |
| Sight Sciences | Menlo Park, CA | Oct 2018 - Nov 2022 | 4 |
| Unemployed | Denver, CO | Sep 2018 - Sep 2018 | < 1 |
| Bausch + Lomb | Rochester, NY | Apr 2016 - Aug 2018 | 2 |
| Bausch + Lomb | Rochester, NY | May 2013 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- CA
- CO
- CT
- IL
- IN
- MI
- NC
- OR
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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