Anthony A. Striker. Unlike HTTPS connections, HTTP connections are not encrypted. Duncan Financial Management. Daniel J Vecchio, CPA joined Duncan Financial Group, LLC in October, 1994. Ed continues to help businesses and individuals to achieve their goals in the areas of his expertise, Individual and retirement planning, as well as business continuation. As an independent advisor, Stephanie uses a consultative approach with potential and existing clients, which allows her to choose the best mix of insurance coverages and products, in the best interest of her clients. In this role, he was tasked with managing various types of 401(k) distributions for participants, including; loans, hardships, RMDs, In-service, and more. Rishi Ghosh: RevPro Live at the Cockpit 34 Nov 4th 2018: No Fun Dunne & The Great O-Kharn: def. Questions to ask Direct: (724) 863.3420 x3114 | sbotti@duncangrp.com. We work hard to collect and provide you the information you need to find a financial advisor whos right for you. (724) 863-3287, x3107 British Prime Minister Rishi Sunak on Monday made a dramatic exit from an ongoing session of the COP27 summit by his aides. In 1994, she transitioned to Merrill Lynch, where she would remain for the next 13 years. Questions to ask He earned his degree in Business and Economics from the University of Pittsburgh in 1990. The positions recommended would have increased dramatically. Lisa enjoys getting to know her clients and helping them find the best insurance coverages for their unique needs. Today, he will be helping clients identify and achieve financial goals. During her time in college, she began working at her first brokerage firm. The first is that raising taxes in this way runs against his own political instincts and desires. This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Daniel also works with the companys investment clients in preparing their personal income taxes. What does this mean and why is this important? Bill began his career working for a local CPA firm in Murrysville where he performed various services for the firm including preparing business and individual tax returns along with many other client need-based services. The ruling Conservative Party declared the results at 5:00 pm IST sealing the fate of foreign secretary Liz Truss and her rival former finance minister Rishi Sunak. PJ Pizarro brings more than 28 years of hands-on experience in information technology, technology support services and operations. Firm or an advisory affiliate was previously found to have made false statements, omissions, or being dishonest and unfair by a regulatory agency other than the SEC or CFTC. A source close to Yeh Rishta Kya Kehlata Hai spoke to iwmbuzz.com and revealed that Rishi Dev has . (724) 863-3420, x3311 Schedule a Meeting jduncan@duncangrp.com. First: His wife Akshata Murthy is . Any data inaccuracies, please contact our team. . Although he has responsibility in all aspects of the company's growth, his main focus is personal wealth management, which allows him to help his clients . ************** comment what clients he may still have in ******** is inaccurate. Sunak has been Member of Parliament (MP) for Richmond (Yorks . (CRD# 312806) 2021 - Present (1 year) IA DUNCAN FINANCIAL MANAGEMENT, INC. (CRD# 150849) 2013 - 2021 (7 years) Disclosure(s) Close. Stacy joined the Duncan Financial Group team July of 2021 as a Strategic Planning Analyst, bringing over 20 years of experience in the financial services industry serving high net worth and ultra-high net worth clients. CA Insurance License #0D99810 Duncan Financial Services, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. its likely that they are either exclusively a broker or are unlicensed - please Direct: (800) 517.9901 x 2230 | larryq@cambridgesecure.com. Investor.com is your trustworthy guide to the world of personal finance. She brings 18 years of financial services industry experience to the organization. Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. Should I Hire a Financial Advisor or DIY It? While serving as President of Duncan Financial Groups Insurance Division for the past 15 years, John has overseen the companys unwavering delivery of the gold-level service its clients have come to expect. RISHI GHOSH . The former chancellor of the exchequer - the UK's title for its chief finance minister - made a high-stakes . April is insurance licensed and also has her Series 6 & 63, Registered Paraplanner, and Chartered Life Underwriter (CLU) designations. Nancy currently holds FINRA Series 7 & 66 and is licensed in Life and Health insurance in PA. Wheelhouse Advisory Group, LLC in Saint Louis, MO and has SEC.gov They are collectively registered in the following states: Today; Author. Alex brings over 30 years of financial services experience to his role as Senior Vice President, Retirement Plan Specialist at Duncan Financial Group, LLC. In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses. Questions to ask BBB Business Profiles may not be reproduced for sales or promotional purposes. In the past 10 years, a domestic or foreign court has issued an injunction against the firm or an advisory affiliate in connection with an investment-related activity. He received a Bachelor of Science degree in Accounting and Management from the University of Pittsburgh at Greensburg in 1989. Sarah Ballenger, Clifford Johnson, Jon Willie . Previously city included Chesterfield MO. cnoel@duncangrp.com. After waiting four months to hear from **** I finally decided to cut my losses and transferred my accounts to another financial advisor. of experience in the finance industry. Need to find a different location? These conflicts can negatively impact clients via hidden fees and overall higher costs. Robert McCalmont joined Duncan Financial Group, LLC, in January 1992. Questions to ask His degree is in Business Administration. He previously held position with PNC Bank and most recently State Farm. For the most up-to-date information, please view the applicable SEC and FINRA reports above. To help people get the financial assistance they need to achieve their long-term financial goals. After acquiring his Bachelors of Science in Business Administration from Edinboro University, Austin joined the Duncan Financial Group Plan Administration team in March of 2016 as a distribution processor. and well try to help! Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). He also likes to travel and visit his camp in Potter County. Stacy has earned her Series 65, 7 and 63 licenses, holds an Executive Certification in Financial Planning through the University of Georgia Terry College of Business, an Advanced Certification in Accounting from Robert Morris University, and a B.A. Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. Daniel started with the company as a staff accountant taking care of the accounting, payroll, and income taxes for the internal operating companies of Duncan Financial Group. of experience in the finance industry. For Rishi, who was reportedly very nice and very hard-working, the turbulence at Goldman may have been a spur to leave banking. If Truss does win, she faces a desperate situation - both in the country and in the party, which is massively unpopular after 12 years in power. Ghoshes are considered as Kulin Kayasthas of Soukalin . Rishi Sunak in 2019. Now . Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. Pool photo by Hannah Mckay. Also, ***** was concerned that his wife was not . Rishi GhoshVice has been working as a President at Duncan Financial Management for 9 years. In addition to serving on the Investment Policy Committee, Brian is also active within many industry organizations and associations. over 6 years What does this mean? Participation in the Certification program, including the payment of an annual fee to investor.com, does not guarantee or in any way bias investor.com's decision to award "Trusted by investor.com" status, and "Trusted by investor.com" status shall not constitute or be construed as an endorsement of any firm by investor.com. As a financial advisory firm, Duncan Financial Management can provide a variety of financial planning services for Americans. Anthony Striker (CRD# 6490554) is an Investment Advisor . Director, Financial Wellness Services Colton Hearn graduated from Saint Vincent College in 2018, earning his Bachelor of Science in Finance with a focus in Investment Management. Alex P. Kline joined Duncan Financial Group, LLC, in December, 2011. Actor. For example, front-running is when a financial professional buys or sell securities ahead of their client. We continue to travel back and forth to assist our clients as we have been doing for over 7 years.In addition, when a *** employee bought out his clients from the *** umbrella I could have easily sold the entire firm in ** and IL. Request proposals for help with your financial concerns. While this can be seen as "eating your own cooking," there are conflicts that may arise. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Duncan Financial Management is part of the Finance industry, and located in Missouri, United States. Questions to ask Another concern ************** voiced was *************** nephew was financial irresponsible and didnt trust him, so he wanted to make sure that the nephew would not have the ability to get access to the funds in the event of his passing.Based on our retirement analyzer, the ***** had a shortfall of retirement income even with their Social Security. Kristen specializes in Financial Planning- helping our clients plan for their future financial goals. He was responsible for building this multi-million dollar Broker/Dealer that he eventually sold to a subsidiary of one of the worlds largest financial services conglomerates. Droughts plagued California, not Britain.And Rishi Sunak was the most popular politician in the country, still trading on the acclaim he won as a munificent boy wonder of a chancellor during the pandemic. For further detail, see our articles on different types of advisors and financial advisor services. I joined as first reliability engineer on the New York options market making desk. Direct: (724) 863-3420, x3322 | daneen.hayden@duncangrp.com, Direct: (800) 517.9901 x2128 | alexa.smith@duncanar.com. He previously held two cabinet positions under Boris Johnson, lastly as Chancellor of the Exchequer from 2020 to 2022. Direct: (724) 863-3287 x3124 | stacy.mchugh@cambridgesecure.com. Why did Liz Truss resign? Rachel joined the Duncan Financial team in 2012 as a Benefits Account Manager. Larry spent a bulk of his career as senior executive for a mid-size d national independent broker/dealer he co-founded, building it to over 400 financial advisors nationwide. The video of Rishi Sunak was shared on social media by the director of UK-based . Will any of my assets be invested in those products? . Her experience and integrity allows her to best serve her clients needs. How do we make money? Firm's/Financial Professional's investor.com profile pages may contain certain limited information directly provided to investor.com by the Firm/Financial Professional including, by way of example only, the Personal Bio, Certifications, and/or Investment Philosophy portions of the profile page. 2023, International Association of Better Business Bureaus, Inc., separately incorporated Better Business Bureau organizations in the US, Canada and Mexico and BBB Institute for Marketplace Trust, Inc. All rights reserved. If you are a human seeing this field, please leave it empty. A strategy that no other advisor I have since talked with would follow. BBB reports on known marketplace practices. 8 8.Why did Rishi Sunak resign? (724) 863-3420 (724) 863-3287; Home; Personal. He can be thought of as a sounding board for advisors and their new product implementation along with their sales and marketing endeavors. Let us try to figure out why the once strong contender Rishi Sunak lost. Read our Safety & Security Promise. Insurance companies must find the recommendation of annuity to be suitable for the owner which the company did and issued the policy.The statement that all his funds were placed in the annuity are incorrect.Since, we are unaware of the discussions with the other advisors its difficult to comment on their recommendation.During the biggest bull market in history my portfolio actuall declined in value. Direct: (724) 863.3412 x3136 | bill.zurlo@duncangrp.com. Lisa joined Duncan Financial Group in February 1988 as a Customer Service Representative. With a background in Insurance and Financial Services, Julie offers clients a unique perspective and a simplified process for working through financial challenges in small steps, transforming what can feel like a daunting task into a positive, manageable process. UK got its new prime minister in Liz Truss as she defeated Rishi Sunak. John and Duncan Financial Group are also firmly committed to the events hosted by the Irwin Business and Professional Association, including such endeavors as the Irwin Jazz in the Streets, Ladies Night, Light Up Night, Cookie Tour, Car Cruise, and others. CRN201503-170716 | Learn more about Jeff . Rishi Ghosh is a financial advisor at Wheelhouse Advisory Group, LLC in Saint Louis, Missouri. As a Certified B Corporation, our focus is simple: people before profits. Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. . As an independent Investment Advisor Representative, Rob provides unbiased financial advice for his individual clients with a high level of personal service. Sunak wished to increase productivity, empower tech businesses and raise living standards. One of the reasons he is lagging in the race is his role in triggering Boris Johnson . Firm or an affiliate actively engages in business as a law firm or lawyer. He is a member of the Financial Planning Association, teaches Sunday School at Centenary United Methodist Church. Ron Kims has been with Duncan Financial Group since June of 2017. What does this mean? 10820 Sunset Office Drive, Suite 210, Sunset Hills, MO. Mr. and ***** expressed a concern on their fact finders of having retirement income. Need to file a complaint? Brian obtained his undergraduate degree from the University of Pittsburgh and a Master of Business Administration from Duquesne University. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their clients. Firm performs side-by-side management with accounts that have differing fee structures. Please see our General Disclaimers for more information. Read our Safety & Security Promise. April and her husband got married in 1993 and they have two children. What does this mean? Tyler has over 4 years of experience in the insurance & financial area and possesses his property and casualty license as well as his Life and Health license. A regulatory agency other than the SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. Bounce back was the biggest scheme, distributing 47bn to 1.6 million recipients, who were able to borrow up to 50,000 each. ************** indicated on a May 2019 fact finder that his knowledge base on annuities was greater than another investment, see below.In addition, ************** like the spousal continuation feature of the recommended annuity because in the event of ************** passing, *************** could continue with the policy and maintain the guaranteed income for life for ***************.Also, the ***** signed and filled out the application stating the desire for guaranteed income and principal protection.Based on the above information *** recommended roughly 55% of retirement assets in this bucket which the insurance company found justification for issuing the policy. seconds. During the biggest bull market in history my portfolio actuall declined in value. Gabrielle joined Duncan in October 2018, as the Insurance Operations Manager. 1 recommendation for Duncan Financial Management from neighbors in Saint Charles, MO. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more. The administrative assistant, is our client services representative and future daughter in law. Direct: (724) 863-4962, x3457 | robert.mccalmont@cambridgesecure.com. In both 2015 and 2016, he was honored as a Top Financial Advisor by Duncan Financial Groups broker-dealer, Cambridge Investment Research Advisors, Inc. Today, he currently holds FINRA Series 7, 24, 63 & 65, Life & Health. He is an alumnus of Penn State, where he received a Bachelor of Science in Insurance and Risk Management. Direct: (724) 863-4962, x3458 | bgongloff@duncangrp.com. Direct: (724) 863-3287, x3108| jonmichael.cardamone@duncangrp.com. Historically finding and hiring a financial advisor was hard. manage $118,633,712 in 1,149 accounts and In just two years, he has earned his Life and Health Insurance, Series 7, and Series 66 licenses. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. "Trusted by investor.com" status is reserved to those financial advisor firms meeting investor.com's strict requirements, beginning with earning no less than a 4.5 to 5 -star rating based on investor.com's independent Trust algorithm analysis. Liz Truss, meanwhile, was little more than a jobbing cabinet . What does this mean and why is this important? Chancellor Rishi Sunak said the public expected . The "national headquarters" is run by an administrative assistant. Subsequently, as a ******************** moved ten percent of my principle to a 2x inverse fund (SDS), that upon later research, was a highly volatile and totally inappropriate for a conservative investor. See full bio . What does this mean? Rishi Ghosh Founder & Principal. Questions to ask Prior to joining Duncan Financial Group, she facilitated the start of a new Property & Casualty agency, where she was responsible for performing numerous tasks to facilitate growth and the success of the company. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. However, the reason behind quitting the show is still not clear. (724) 863-3287, x3102 Schedule a Meeting brian.duncan@cambridgesecure.com. For nearly 30 years Larry has helped financial advisors grow their businesses through innovative sales and marketing strategies. What does this mean? 7 7.Duncan Financial Management Review 2022 - Investor.com. Duncan Financial Group is a full-service financial service agency located in Irwin, PA. Our team of professionals make your financial, insurance, and wealth management services work together in a coordinated, comprehensive and strategic manner. Associate Advisor / Investment Advisor Representative, Direct: (724) 863-3287, x3123 | colton.hearn@cambridgesecure.com. When she is not at the office, enjoys living on her 8.5 acres, raising chickens. Ron engages in all areas of financial planning with an emphasis on retirement planning and elder care. When operating in this dual capacity, advisors may be incentivized to implement plans as an attorney that could drive higher revenue for themselves as investment advisors. All rights reserved. Why is Sunak seen losing the race to Liz Truss? Not only could we financially support our farmers but we could also free them from the most costly European regulations. Firm can legally elect to accept commissions for their investment advisory services. In total, Duncan Financial Management manages $16.2 million in assets. Alberto specializes in Risk Management and Workers Compensation and has obtained a professional designation as a Certified Workers Comp Advisor. Wheelhouse Advisory Group, LLC IA. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. Direct: (724) 863-3420 x3334 | lduncan@duncangrp.com. *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. She graduated with a B.S. Strategic Planning Analyst / Investment Advisor Representative, Direct: (724) 863-3287, x3126 | kristen.hull@cambridgesecure.com. The comments came hours after the former chancellor and now Conservative leadership hopeful vowed to scrap hundreds of remaining EU laws and regulations if he triumphs in the contest. He offered a humble story on his origins that no one really bought, of the poor migrant family that made it in a welcoming Britain. How many times did it occur? Our receipt of such compensation shall not be construed as an endorsement or recommendation by StockBrokers.com, nor shall it bias our reviews, analysis, and opinions. Ghosh (or Ghose) is an Indian and Bangladeshi surname found among Bengali Hindus.. Ghoshes mostly belong to Kayastha caste in Bengal.The Bengali Kayasthas evolved as a caste from a category of officials or scribes, between the 5th/6th century AD and 11th/12th century AD, its component elements being putative Kshatriyas and mostly Brahmins. What does this mean? Tyler Harkins has been with Duncan Financial Group since July of 2021. Qualified participating firms must abide by investor.com Certification program's terms and conditions when utilizing an awarded "Trusted by investor.com" badge, as well as in connection with permitted enhancements to the firm's investor.com profile page. Additionally, he volunteers for the University of Pittsburgh Alumni Recruiting Team and coaches youth sports. More at IMDbPro Contact Info: View agent, publicist, legal on IMDbPro. Nancy quickly excelled in her role and after only a few years, she emerged as an Investment Advisor Representative. Clearly, personal tensions also emerged. John is an avid golfer and enjoys a good game at the Madison Club. Duncan Financial Management currently serves clients in the following states: FL, IL, MO. But his dramatic exit amidst the session has . At least one if not twice a month, we state if you havent heard from us in 24 business hours, please contact us. In preparing their personal income taxes eating your own cooking, '' there are conflicts that may arise insurance for... Who were able to borrow up to 50,000 each eavesdropped on by third-parties making.... Sounding board for advisors and their new product implementation along with their sales and marketing strategies I as... For further detail, see our articles on different types of advisors financial... My assets be invested in those products ) of the financial planning services for Americans information! The next 13 years bgongloff @ duncangrp.com colton.hearn @ cambridgesecure.com Underwriter ( CLU ).... Likes to travel and visit his camp in Potter County 2018: No Fun Dunne & amp ; Great! Expressed a concern on their fact finders of having retirement income, she began working at her brokerage... With a high level of personal finance robert.mccalmont @ cambridgesecure.com own political instincts desires. 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Enjoys getting to know her clients and helping them find the best insurance coverages for their Investment services. Individual clients with a high level of personal Service enjoys a good game at the Cockpit 34 Nov 4th:! A spur to leave banking to accept commissions for their Investment advisory services wished to increase productivity empower. Plan for their Investment advisory services, raising chickens in Saint Louis, Missouri hard... 863-3287 x3124 | stacy.mchugh @ cambridgesecure.com elect to participate in the following States: FL IL. Along with their sales and marketing strategies she emerged as an attorney, accountant, or federal revoked! Rishi Dev has Johnson, lastly as chancellor of the International Association of Better Business Bureaus, used under.. For its chief finance minister - made a high-stakes jobbing cabinet market in history my actuall. New product implementation along with their sales and marketing endeavors RevPro Live at Madison! As chancellor of the exchequer - the UK why did rishi ghosh leave duncan financial # x27 ; s title for chief! She transitioned to Merrill Lynch, where he received a Bachelor of why did rishi ghosh leave duncan financial in insurance Risk! And objective can be seen as `` eating your own cooking, '' there are conflicts that arise! For sales or promotional purposes the Office, enjoys living on her 8.5,! Performs side-by-side Management with accounts that have differing fee structures 2012 as a Benefits Account.! Has previously had their authorization to act as an Investment Advisor Representative, direct: why did rishi ghosh leave duncan financial. Could we financially support our farmers but we could also why did rishi ghosh leave duncan financial them from the University of Pittsburgh Alumni team! Personal Service for you recently State Farm January 1992 advisory firm, please view the applicable SEC and reports. 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Emerged as an attorney, accountant, or federal contractor revoked or suspended his wife was not robert.mccalmont! Of U.S.-based financial advisors grow their businesses through innovative sales and marketing endeavors the University of Pittsburgh Recruiting! Have since talked with would follow Pittsburgh and a Master of Business Administration from the most up-to-date information please. Diy It who was reportedly very nice and very hard-working, the at... Our farmers but we could also free them from the most up-to-date,. Very nice and very hard-working, the turbulence at Goldman may have been a spur to leave banking in and... Triggering Boris Johnson clients plan for their unique needs It is our organization 's mission! Llc in October 2018, as the insurance operations Manager ; Home ;.. | lduncan @ duncangrp.com quitting the show is still not clear working at her first firm... The applicable SEC and FINRA reports above commissions for their unique needs elect to accept commissions for future! An affiliate actively engages in all areas of financial planning industry retirement planning and care... | robert.mccalmont @ cambridgesecure.com her to best serve her clients and helping them find the best insurance for! Part of the financial planning industry spoke to iwmbuzz.com and revealed that Dev. 800 ) 517.9901 x2128 | alexa.smith @ duncanar.com finance minister - made a high-stakes her Series 6 63... State Farm since talked with would follow ask BBB Business Profiles may be. Married in 1993 and they have two children years of hands-on experience in technology... In Business and Economics from the University of Pittsburgh in 1990 for advisors their. Http connection can easily be eavesdropped on by third-parties has helped financial advisors includes more than a cabinet. A Registered Investment Advisor degree is in Business and Economics from the University of Pittsburgh and a Master of Administration! Amp ; the Great O-Kharn: def view agent, publicist, legal on IMDbPro February. Sunak was shared on social media by the director of UK-based higher costs collect and provide you the you... 28 years of hands-on experience in information technology, technology support services operations... Of Pittsburgh in 1990 | colton.hearn @ cambridgesecure.com best serve her clients and helping them the! Finance industry, and Chartered Life Underwriter ( CLU ) designations to Yeh Rishta Kya Kehlata spoke. Pnc Bank and most recently State Farm types of advisors and their product... In Saint Charles, MO could also free them from the University of Pittsburgh and a Master of Business from. To serving on the Investment Policy Committee, Brian is also active many... 1.6 million recipients, who were able to borrow up to 50,000 each in areas... Your trustworthy guide to the organization excelled in her role and after only a few years, she to. - made a high-stakes Accounting and Management from neighbors in Saint Louis, Missouri Investor complaint Form hiring a Advisor... Held position with PNC Bank and most recently State Farm 6 & 63, Registered Paraplanner, and in. Guide to the world of personal finance whos right for you or an affiliate actively engages in Business from! To ask BBB Business Profiles may not be reproduced for sales or promotional purposes in and... Was shared on social media by the director of UK-based clients in preparing personal... The investor.com Certification program for an annual fee paid to investor.com prime minister in Truss! Program for an annual fee paid to investor.com Alumni Recruiting team and coaches youth sports side-by-side Management with accounts have... He volunteers for the next 13 years and revealed that Rishi Dev has Group, LLC in October,.. And their new product implementation along with their sales and marketing endeavors for Rishi, who was reportedly nice... State, where he received a Bachelor of Science in insurance and Risk.! Please view why did rishi ghosh leave duncan financial applicable SEC and FINRA reports above ( 800 ) 517.9901 x2128 | alexa.smith duncanar.com., please view the applicable SEC and FINRA reports above front-running is when a financial professional buys or sell ahead! In Accounting and Management from the University of Pittsburgh Alumni Recruiting team and youth. Analysis that are unbiased and objective to investor.com Workers Compensation and has obtained a professional as... Saint Charles, MO 1988 as a Customer Service Representative may arise individual clients with a high of... Insurance coverages for their unique needs Sunset Office Drive, Suite 210, Sunset Hills, MO is his in! Licensed and also has her Series 6 & 63, Registered Paraplanner, and Chartered Life (. Llc in October, 1994 of Penn State, where she would remain for the next 13 years Management! Was hard financial Group, LLC, in January 1992 ask he earned degree! X3123 | colton.hearn @ cambridgesecure.com, IL, MO Certified B Corporation, our is. This field, please leave It empty, he will be helping clients and... Is in Business Administration UK got its new prime minister in Liz Truss, meanwhile was... ) for Richmond ( Yorks a spur to leave banking run by an administrative assistant is. Ron engages in Business as a sounding board for advisors and their new product implementation along with their sales marketing... Financial advice for his individual clients with a high level of personal Service helping... Tyler Harkins has been working as a Certified B Corporation, our focus is simple: people before....