Advisor at Raymond James Financial
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Firm
Raymond James Financial
Location
West Point, GA 31833
Credentials
Series 63, Series 65
Industry experience
43 years
Larry Duncan is a financial advisor with Raymond James Financial in West Point, GA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been affiliated with Raymond James Financial and Client First Financial Services, LLC since 2010, where he is also the owner of the support company Client First Financial Services. Additionally, he serves as a trustee for the nonprofit MissionSource Ministries. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice through fact-finding interviews and asset-allocation analysis, with a significant portion of its advisory business conducted on a non-discretionary basis.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
802 1 St Avenue
West Point, GA 31833
Alabama · Georgia · Texas
Client First Financial Services, LLC
2010 - Present (16 years)
Raymond James Financial
2010 - Present (16 years)
Raymond James Financial Services, inc.
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®
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The Fiduciary Alliance
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The Fiduciary Alliance
CFP®, Series 63, Series 65, Series 66
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Kestra Private Wealth Services, LLC
Series 63
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Ameriprise
Series 66
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Raymond James Financial
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