Grant Duncan (CRD# 2550073) is an Investment Advisor Representative working at Brandes Investment Partners, LP in San Diego, CA and has over 29 years of experience in the finance industry.
CRD# 2946276
Lpl Financial LLC
CRD# 1563615
Ubs Financial Services Inc.
CRD# 2705314
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alps Distributors, Inc. | Denver, CO | Sep 2015 - Current | 8 |
| Brandes Investment Partners, LP | La Jolla, CA | Oct 2004 - Current | 19 |
| Quasar Distributors, LLC | Milwaukee, WI | Oct 2001 - Aug 2015 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1994 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2000 |
- CA
- GA
- LA
- TX
-
Total Assets Under Management22,214MILLIONS
-
Total Number of Accounts9,220ACCOUNTS
-
Average Account Value$2,409,337
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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, VI, VT, WA, WI, WV, WY
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