Advisor at Duncan Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Duncan Financial Group, LLC
Location
Ridgewood, NJ 07450
Credentials
Series 63, Series 66
Industry experience
29 years
Timothy Duncan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Commonwealth since 2002 and also owns Duncan Financial Group, LLC, a registered investment adviser providing financial planning and consulting services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs including discretionary model portfolios and customized investment solutions. The firm provides operational, technological, compliance, and practice-management support while allowing advisors flexibility in portfolio construction.
Based on Duncan Financial Group, LLC
Advisory Representatives may receive commissions and trail commissions (12b-1 fees) if clients implement plans through them via Commonwealth Financial Network
Minimum fee: Fixed fees ranging from $2,500 to $30,000, generally payable upon entering the written agreement
1200 East Ridgewood Avenue, Suite 330 W
Ridgewood, NJ 07450
New Jersey · Texas
DFG, LLC
2004 - Present (22 years)
Commonwealth Financial Network
2002 - Present (24 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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