Fritz Duncan (CRD# 4463328) is an Investment Advisor Representative working at Avantax Advisory Services in Eugene, OR and has over 22 years of experience in the finance industry.
CRD# 4299722
Sapient Private Wealth Management, LLC
CRD# 5251001
Commonwealth Financial Network
CRD# 1311841
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| University Of Oregon | Eugene, OR | Nov 2022 - Current | 1 |
| Avantax Investment Services, Inc. | Eugene, OR | Oct 2019 - Current | 4 |
| Avantax Advisory Services | Eugene, OR | Oct 2019 - Current | 4 |
| Avantax Insurance Services, Inc. | Eugene, OR | May 2008 - Current | 16 |
| Jones & Roth Wealth Management, LLC | Eugene, OR | Jul 2002 - Current | 21 |
| Jones & Roth, Pc | Eugene, OR | Dec 1995 - Current | 28 |
| 1st Global Advisors, Inc. | Eugene, OR | Jan 2002 - Oct 2019 | 17 |
| 1st Global Capital Corp. | Eugene, OR | Oct 2001 - Oct 2019 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2001 |
- OR
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
AK, 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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