Antoine Duncan (CRD# 6692711) is an Investment Advisor Representative working at Avantax Advisory Services in Frisco, TX and has over 6 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kinji Enterprises LLC | Frisco, TX | Oct 2023 - Current | < 1 |
| Avantax Insurance Agency, LLC | Frisco, TX | Feb 2020 - Current | 4 |
| Mpower Practice Management, LLC | Addison, TX | Aug 2019 - Current | 4 |
| Avantax Investment Services, Inc. | Frisco, TX | May 2019 - Current | 5 |
| Avantax Advisory Services | Frisco, TX | May 2019 - Current | 5 |
| Duncan Cpa & Advisor Pllc | Frisco, TX | Dec 2012 - Current | 11 |
| Mohr Partners, Inc. | Dallas, TX | Jul 2018 - Jul 2019 | 1 |
| Money Concepts Capital Corp | Palm Beach Gardens, FL | Jun 2017 - Nov 2018 | 1 |
| Hd Vest Advisory Services | Frisco, TX | Feb 2017 - Jun 2017 | < 1 |
| Realpage, Inc. | Carrollton, TX | Dec 2015 - May 2017 | 1 |
| Hd Vest Investment Services | Frisco, TX | Aug 2016 - Feb 2017 | < 1 |
| Highgate Hotels. LP | Irving, TX | Nov 2013 - Nov 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2017 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
- TX
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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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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