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Duncan Advisor Resources

Financial Services

Specialities :
Financial services
New business advocacy
Underwriting
Sales and marketing support
Retirement plans

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Duncan Advisor Resources

What does Duncan advisor resources do?+

We are a brokerage general agency & broker-dealer branch built on a platform that brings together elite level solutions, support, & resources across all product lines- allowing you to be the trusted advisor for your clients. Our approach helps to develop advisors & clients alike: delivering customized comprehensive solutions that fit your clients needs rather than our business interests, alleviating the difficulties associated with doing business, & cultivating deeper relationships with all stakeholders Our job is much greater than simply compliance oversight. We focus on offering advisors access to a truly unique organization & resource both within Cambridge Investment Research,...

What are Duncan advisor resources's specialties? +

Financial services, new business advocacy , underwriting,sales and marketing support ,retirement plans,investments,plan admnistration,compliance,administrative training,financial product resources ,practice management,and investment policy

What is Duncan advisor resources's industry? +

Duncan advisor resources operates in the Financial services industry.

What is Duncan advisor resources's revenue? +

Duncan advisor resources's revenue is 11m - 100m

What is Duncan advisor resources's company size? +

Duncan advisor resources has 11 - 50 employees.

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