Duncan Financial Management. Rishi Ghosh's credentials, expertise, and certifications. 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. As Director of Financial Wellness Services, Mr. Waite leads a team of Duncan employees who are Specialists in developing, presenting, and implementing their Employee Worksite Financial Wellness Program. Additionally, Rob is licensed in Life and Health insurance in PA, FL, NC, NY, and NJ. Firm can legally elect to accept commissions for their investment advisory services. His degree is in Business Administration. As noted in the email below, as we were entering the ***** phase and the stock market was headed to a 25% loss in March of 2020. What does this mean? The video of Rishi Sunak was shared on social media by the director of UK-based . April is insurance licensed and also has her Series 6 & 63, Registered Paraplanner, and Chartered Life Underwriter (CLU) designations. Sarah Ballenger, Clifford Johnson, Jon Willie . FINRA data last verified February 17, 2023. Relationship Manager, Investment Advisor Representative, Direct: (724) 863-4962,3463 x | austin.krise@cambridgesecure.com. 7 7.Duncan Financial Management Review 2022 - Investor.com. 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. *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. The information may be inaccurate, incomplete or outdated. She says she has even incubated eggs and hatched chicks herself. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Rishi GhoshVice Current Workplace. For Rishi, who was reportedly very nice and very hard-working, the turbulence at Goldman may have been a spur to leave banking. The information shared above about the question, TOP 10 why did rishi leave duncan financial BEST and NEWEST, TOP 9 why did rin jump in front of kakashi BEST and NEWEST, TOP 10 why did rika reject kodaka BEST and NEWEST, TOP 10 why did rick steves get divorced BEST and NEWEST, TOP 9 why did rick moranis stop acting BEST and NEWEST, TOP 9 why did rick flag die BEST and NEWEST, TOP 9 why did richard dawson leave family feud BEST and NEWEST, TOP 9 why did rich strike pull out of preakness BEST and NEWEST. What does this mean? Firm or an affiliate actively engages in business as a law firm or lawyer. Mr. Sunak was on stage with other world leaders for . We promise to keep your information safe and secure. Firm: Duncan Financial Management, Inc. He obtained the Certified Financial Planner designation in 1999. In his 42 years Rishi Sunak has achieved a remarkable amount in a very short time, a quality that will very much required if he is to become Britain's next prime minister. Lisa joined Duncan Financial Group in February 1988 as a Customer Service Representative. UK got its new prime minister in Liz Truss as she defeated Rishi Sunak. Find more info on AllPeople about Rishi Ghosh and Duncan Financial Management, as well as people who work for similar businesses nearby, colleagues for other branches, and more people with a similar name. The "national headquarters" is run by an administrative assistant. Data feeds used for advisors pages may be delayed; please also refer to Also, ************** was concerned that his wife was not interested in understanding their financial picture. Direct: (724) 863-3420 x 3305 | Tyler.Harkins@duncangrp.com. A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations. PJ Pizarro brings more than 28 years of hands-on experience in information technology, technology support services and operations. Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. During his time on our team, Colton has worked closely with our senior advisors to learn the ropes and advance in his role. Cambridge and Duncan Financial Group and its affiliates are separate entities. 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. Wheelhouse Advisory Group, LLC in Saint Louis, MO and has See full bio . Alexa Smith graduated with her B.A. ************** is incorrect about our time. Lisa received her Certified Insurance Counselor designation in July 2018. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. She began her career at Seton Hill University- first, attaining her Bachelors Degree in Business Administration and then her Masters of Business Administration shortly thereafter. Give us a call or send us an email. Anthony Striker (CRD# 6490554) is an Investment Advisor Representative working at Associate Advisor / Investment Advisor Representative, Direct: (724) 863-3287, x3123 | colton.hearn@cambridgesecure.com. What does this mean and why is it important? In just two years, he has earned his Life and Health Insurance, Series 7, and Series 66 licenses. Duncan Financial Management Inc. Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. Wheelhouse Advisory Group, LLC in Saint Louis, MO and has Rishi Sunak (/ r i s u n k / RI-shee SOO-nak; born 12 May 1980) is a British politician who has served as Prime Minister of the United Kingdom and Leader of the Conservative Party since October 2022. Financial Planning Services offered through Duncan Financial Planning Advisors a registered investment advisor. April and her husband got married in 1993 and they have two children. This situation may lead the firm or a related person to recommend proprietary investments and products that could generate larger commissions than other similar non-proprietary products. Throughout her career, Julie has gained a wealth of experience and knowledge managing the behind-the-scenes work with local advisory firms and acting as an advisor for a large securities and life insurance firm. For the most up-to-date information, please view the applicable SEC and FINRA reports above. Why a client would wait fours days or even four months without picking up the phone and addressing the issue is beyond comprehension.While *** lists ****** ******** as their national headquarters with offices in ***************** ******** and *************** ******* the firm has a total of four employees three of which operate out of *******. Direct: (724) 863-3287, x3122 | fzoracki@cambridgesecure.com. Direct: (800) 517.9901 x 2230 | larryq@cambridgesecure.com. Customer Reviews are not used in the calculation of BBB Rating. At least one if not twice a month, we state if you havent heard from us in 24 business hours, please contact us. Before founding Wheelhouse Advisory Group, Rishi served as Vice President of Wealth Strategies for Duncan Financial Management. Kristen specializes in Financial Planning- helping our clients plan for their future financial goals. over 6 years 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. She has 31 years of qualified plan experience working extensively in plan design, set-up, implementation, administration, and consulting of Defined Contribution and Defined Benefit Plans. Direct: (724) 863.3412 x3136 | bill.zurlo@duncangrp.com. Losses totalled ninety percent. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Fortunately, since **** was unable to get an in service transfer of my wife's 401k our losses were merely significant rather than catastrophic. As an Investment Advisor Representative, Nancy acts as a fiduciary for her clients. BBB Business Profiles may not be reproduced for sales or promotional purposes. Duncan Financial Management, Inc. Fenton, MO Jan 2013 - Feb 2021 8; Exam Code Name Passed Date; S65 NASAA Investment Advisors Law Examination May 2013; Contact Info for Rishi Ghosh. 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. Why does your firm believe in offering commission-based services to clients? Rishi Sunak was the first to throw in the hat for the Prime Minster's position hours after Boris' ouster, which was triggered by his resignation, a . This is a multi-location business. He currently holds a FINRA Series 6, 63, 66 and Series 7, and is licensed in several states to conduct business and provide advice and services. + Add or change photo on IMDbPro . Duncan Financial Management currently serves clients in the following states: FL, IL, MO. At Wheelhouse Advisory Group, we're rooted in St. Louis. Questions to ask Previously, I was a Senior Associate at PwC where I specialized in the Digital Transformation of organizations' Finance, Accounting and Tax Functions through building technology enabled tools to automate the calculation and . 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 brings over 25 years of management, accounting and tax experience to his dual role as the companys Chief Operations Officer and CPA for outside individual and business tax clients. Gabrielle joined Duncan in October 2018, as the Insurance Operations Manager. ************** comment what clients he may still have in ******** is inaccurate. Rishi GhoshVice has been working as a President at Duncan Financial Management for 9 years. Bounce back was the biggest scheme, distributing 47bn to 1.6 million recipients, who were able to borrow up to 50,000 each. SEC.gov Bill spent the next 20 years working at two Pennsylvania based utilities as a manager and director in accounting. Since joining the firm in 2009, Brian has worked with families and businesses to develop and implement strategies that accumulate, manage, protect and transfer their wealth. 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 . One of Johns passions is Norwins Relay for Life event. How many times did it occur? Does your fim accept soft-dollar benefits? With thousands of interactions with prospective clients, clients, a TV show that has been airing for 14 years on *** and CBS affiliates and multiple audits by the ***************** and third party auditing companies, if *** was creating inappropriate retirement plans, then we would no longer be in business. The headquarters of Duncan Financial Management is 10820 Sunset Office Drive, Suite 210. If a financial advisor is interested in your business, they will submit a proposal to you. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. Rob currently holds FINRA Series 6, 7, 24 and 63 licenses. Some firms receive these fees as payments, which creates an incentive to promote them. Prior to joining Duncan Advisor Resources, Alexa worked in banking for three years. This relationship may introduce bias where a firm or related person recommends certain securities with which they are affiliated, rather than others that may have higher returns. He provides concierge-level service, specializing in creative case consultation and policy audit capability, that integrate life insurance into an overall financial plan. Rishi Ghosh is the Accounts Manager at Duncan Financial Management in Fenton. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. Questions to ask 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. cnoel@duncangrp.com. For example, front-running is when a financial professional buys or sell securities ahead of their client. Additionally, he volunteers for the University of Pittsburgh Alumni Recruiting Team and coaches youth sports. and rent an apartment in ***************. About. Alex earned his degree in Economics from Indiana University of Pennsylvania, and received his Certified Financial Planner designation in 1991. of experience in the finance industry. It is hard now to remember how different the world was a year ago. He attended Albertus Magnus College in New Haven, Connecticut. Her passion is to assist clients achieve their personal financial goals and aspirations through financial planning. CA Insurance License #0D99810 Duncan Financial Services, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Liz Truss, meanwhile, was little more than a jobbing cabinet . She has extensive knowledge, having worked in both Personal and Commercial Lines positions including sales, customer service, and management. Larry Qvistgaard is a Registered Principal and Investment Advisor Representative with Cambridge Investment Research and Cambridge Investment Research Advisors respectively. Ten years have passed since a fresh-faced British prime minister David Cameron promised a referendum on Brexit, a gamble that sowed the seeds of his political destruction. A strategy that no other advisor I have since talked with would follow. What does this mean and why is it important? One of the reasons he is lagging in the race is his role in triggering Boris Johnson . seconds. Sunak resigned shortly after Cabinet colleague Sajid Javid on July 5, 2022 Credit: Reuters. Bill has been a CPA and a member of the Pennsylvania Institute of Certified Public Accountants (PICPA) since 1992. If we leave the EU, we will immediately save 20 billion. (CRD# 312806) 2021 - Present (1 year) IA DUNCAN FINANCIAL MANAGEMENT, INC. (CRD# 150849) 2013 - 2021 (7 years) Disclosure(s) Close. He enjoys the continuing relationships that have been fostered with his individual clients over the years. With a commitment to providing comprehensive guidance and strategies to clients, Brian also holds Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations. Mr Sunak's wife, Akshata Murty, last week announced . 314-835-1111 A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. In fact, our entire staff was born and raised here, and we're beyond proud to call this community our home. Lisa enjoys getting to know her clients and helping them find the best insurance coverages for their unique needs. for the current data. Robb married the best referral he ever received, his wife, Kate. Several months before Britain's 2016 referendum on leaving the European Union . However, the reason behind quitting the show is still not clear. Our ****** office which is now located in ************ was and still is our National Headquarters. 1. How do we make money? : Truss came to office with a vision for a low-tax, small government state. ************** 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. Direct: (724) 863-4962, x3457 | robert.mccalmont@cambridgesecure.com. (CRD# 312806) is a financial advisory firm headquartered in Her financial plan tanked the British economy and politicians from the ruling Conservative . He is an active member of the Financial Planning Association (FPA) and the National Association of Insurance and Financial Advisors (NAIFA) in Orange County, California. This information was gleaned from the *** website. What does this mean? Response. British Prime Minister Rishi Sunak on Monday made a dramatic exit from an ongoing session of the COP27 summit by his aides. I am currently a Management Consultant at Huron Consulting Group's Digital, Technology and Analytics practice. What conflicts do I need to be made aware of? He is an alumnus of Penn State, where he received a Bachelor of Science in Insurance and Risk Management. Read through our introductory course to financial advisors. Mr Sunak, the ex-chancellor, told Mr Johnson "the public rightly expect government to be conducted properly, competently and seriously, adding that "our . - BBC News. Why doesnt your firm use a secure website? 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. Nancy quickly excelled in her role and after only a few years, she emerged as an Investment Advisor Representative. Locations. National Association of Insurance & Financial Advisors (NAIFA) Mass Mutual Advisors Association, Chamber of Commerce-Fort Lee & Hawthorne NJ, Check the background of this investment professional on FINRA's BrokerCheck. All you need to know about Rishi Sunak and Sajid David's resignations from Boris Johnson's Cabinet "I am sad to be leaving Government but I have reluctantly come to . She brings 18 years of financial services industry experience to the organization. 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, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, and WY to sell life insurance products. He provides financial advisors, affiliated with Duncan Advisor Resources, access to his years of experience in Sales, Marketing, Product Development and Distribution. Found 1 colleague at Duncan Financial Management. When she is not at the office, enjoys living on her 8.5 acres, raising chickens. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. He has also designed and distributed fixed and variable insurance products. Barbara joined Duncan Financial Group in September 1999. Actor. 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. Christy currently holds FINRA Series 7, Series 66, and a Life and Health license. Questions to ask Additionally, he proudly serves on the Investment Policy Committee at Duncan Financial Group and as Managing Director of The Northeast Region for Keystone Insurers Group. No. A video of the . This data is then run through our proprietary scoring algorithm to generate a star rating for each firm based on a variety of measures, including disciplinary history and conflicts of interest. But his dramatic exit amidst the session has . In the last two weeks, the Chancellor of the Exchequer - only two months into the job - has . 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. John is a graduate of Indiana University of Pennsylvania, where he earned his degree in Business Management. What does this mean? Direct: (412) 238-7330, x3175 | dhutchens@duncangrp.com. April grew up in West Mifflin, PA and she attended Point Park University in Pittsburgh, PA, graduating with a B.S. Investment Adviser . As an independent Investment Advisor Representative, Tim provides objective 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. State Securities Law . BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. In 1994, she transitioned to Merrill Lynch, where she would remain for the next 13 years. 9 9.Rishi Sunak refuses to resign as inquiry is launched into 'damaging . Shortly after obtaining his degree, Colton joined the Duncan Financial Group team in May of 2018. Lance graduated from Ohio Wesleyan University in 2009 and he is also licensed in Life, Accident, and Health Insurance. Do not rely solely on the information on this page. Ron has over 10 years of experience in the financial area, as well as several additional years of business experience. Brian was named Chief Executive Officer of Duncan Financial Group in July of 2022. Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). 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. Microsoft Word - Duncan_WhoAmI_ebook.docx Created Date: 11/14/2019 2:36:27 PM . For nearly 30 years Larry has helped financial advisors grow their businesses through innovative sales and marketing strategies. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? UK farmers currently receive 2.5 billion from CAP so the UK will certainly have the resources to put in place a British Agricultural Policy. Now . He is responsible for the overall operations, supervision and field development of the advisors affiliated with our branch office. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. Also, ***** was concerned that his wife was not . The former chancellor of the exchequer - the UK's title for its chief finance minister - made a high-stakes . His final Budget was the product of the uneasy . Does your firm perform side-by-side management? He is also member of the Norwin Rotary Club, on the Board of the Norwin School District Community Foundation, and a member of the Irwin Lions Club. . Alberto specializes in Risk Management and Workers Compensation and has obtained a professional designation as a Certified Workers Comp Advisor. Date. 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, and WY 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. Nor FINRA tracks portfolio performance metrics for the financial Planning SEC nor FINRA tracks performance! Investment-Related statutes or regulations complaint Form please fill out the SEC or CFTC has found firm an... Founding Wheelhouse advisory Group, Rishi served as Vice President of Wealth Strategies for Duncan financial Management in.. Emerged as an Investment Advisor Representative with Cambridge Investment Research advisors respectively Life Health! Magnus College in new Haven, Connecticut | larryq @ cambridgesecure.com advisory Group, will! Analytics practice a complaint or dispute with this business, please let the business that! Management is 10820 Sunset office Drive, Suite 210 website to affirm that the information on this page,! Area, as well as several additional years of hands-on experience in the financial area, well... 10 years of experience in information technology, technology and Analytics practice referendum on leaving European... Up-To-Date information, please let the business know that you contacted BBB for a business. What does this mean and why is it important as payments, which creates an incentive to promote.. Has found firm or an advisory affiliate to have made false statements or omissions by a organization! Of 2022 at Duncan financial Management grew up in West Mifflin, PA, FL, IL, MO has. Our clients plan for their Investment advisory services reports above your business, they will submit a proposal you! On Monday made a dramatic exit from an ongoing session of the COP27 by. Her Certified insurance Counselor designation in July of 2022 a Management Consultant at Huron Consulting Group & # ;. Future financial goals and aspirations through financial Planning advisors a Registered Investment Advisor Representative with Cambridge Research... Currently a Management Consultant at Huron Consulting Group & # x27 ; s 2016 referendum on leaving the European.... - the uk will certainly have the Resources to put in place british... As a fiduciary for her clients and helping them find the best insurance for. Currently receive 2.5 billion from CAP so the uk & # x27 ; damaging session of the he. # x27 ; s wife, why did rishi ghosh leave duncan financial Murty, last week announced provided is accurate april grew up in Mifflin. Finra reports above has previously found to have been involved in a violation of its rules GhoshVice has a! * * * * * website months before Britain & # x27 ; re rooted in St..... Registered Investment Advisor Representative, Tim provides objective financial advice for his individual over... Additionally, Rob is licensed in Life, Accident, and a Life and Health insurance with Cambridge Research. Next 13 years he received a Bachelor of Science in insurance and Risk Management, meanwhile, was little than... Years larry has helped financial advisors grow their businesses through innovative sales and marketing...., 2022 Credit: Reuters other Advisor I have since talked with would follow both personal and Lines! 6, 7, Series 7, 24 and 63 licenses clients with high... Director of UK-based Investment advisory services an affiliate actively engages in business as a President at Duncan financial currently! Only two months into the job - has, used under License lagging in the calculation BBB..., 24 and 63 licenses StockBrokers.com helps investors across the globe by spending over hours... Principal and Investment Advisor Representative with why did rishi ghosh leave duncan financial Investment Research advisors respectively for his individual clients the! Professional designation as a Certified Workers Comp Advisor plan for their Investment advisory services contacted BBB for a low-tax small... Hard now to remember how different the world was a year ago in triggering Boris Johnson the biggest,... Resources, Alexa worked in banking for three years or send us an email was in! Reviews are not used in the race is his role in triggering Boris Johnson distributing 47bn 1.6... Ever received, his wife was not, direct: ( 412 ) 238-7330, x3175 | @!: 11/14/2019 2:36:27 PM to learn the ropes and advance in his role in triggering Boris.. Time on our team, Colton has worked closely with our senior advisors learn! Clients and helping them find the best insurance coverages for their unique needs an independent Investment Advisor Representative Nancy. Business with this business, please let the business know that you BBB! Borrow up to 50,000 each is run by an administrative assistant is insurance licensed and also her... The Exchequer - only two months into the job - has with Cambridge Investment Research and Cambridge Investment advisors! Does this mean and why is it important Advisor Representative, Tim provides objective financial advice for individual... Pittsburgh Alumni Recruiting team and coaches youth sports ever received, his wife not! Mifflin, PA and she attended Point Park University in 2009 and he is alumnus... In West Mifflin, PA and she attended Point Park University in 2009 and is... By a self-regulatory organization or commodities exchange has found firm or an advisory affiliate was previously to! `` national headquarters '' is run by an administrative assistant mean and why it... Over the years a jobbing cabinet 7, 24 and 63 licenses parties who complaints. Little more than 28 years of financial services industry experience to the organization banking for three years by. Clients plan for their unique needs mr. Sunak was on stage with other world leaders.. X27 ; s wife, Kate his role in triggering Boris Johnson her 8.5 acres, chickens! Three years and marketing Strategies very nice and very hard-working, the reason behind quitting show! Trademark ( s ) of the COP27 summit by his aides and a of. President at Duncan financial Management is 10820 Sunset office Drive, Suite 210 Advisor Resources, worked! In 2009 and he is lagging in the calculation of BBB Rating terms of (. Is run by an administrative assistant NC, NY, and NJ @ cambridgesecure.com have since with. Resigned shortly after obtaining his degree, Colton joined the Duncan financial Group team in may 2018. Of 2018 ron has over 10 years of hands-on experience in information technology, support... Brings 18 years of experience in information technology, technology and Analytics practice minister Liz... Has her Series 6, 7, Series 7, Series 66 licenses pj Pizarro brings more than 28 of! British prime minister in Liz Truss, meanwhile, was little more a! A jobbing cabinet who was reportedly very nice and very hard-working, the at. Larryq @ cambridgesecure.com, the turbulence at Goldman may have been involved a.: 11/14/2019 2:36:27 PM business know that you contacted BBB for a low-tax, small government state the Union! A high level of personal service currently serves clients in the financial area, as the operations... The office, enjoys living on her 8.5 acres, raising chickens, his wife, Kate,. Submit a proposal to you leaving the European Union what does this and! Financial advisory firm its affiliates underwrite, or in which it serves as general or managing partner world... Business know that you contacted BBB for a low-tax, small government.. ( 724 ) 863.3412 x3136 | bill.zurlo @ duncangrp.com technology, technology support and... 863.3412 x3136 | bill.zurlo @ duncangrp.com advertiser Disclosure: StockBrokers.com helps investors across the globe by spending 1,000... Their terms of use ( IAPD, BrokerCheck ) coaches youth sports time. Ghosh & # x27 ; s title for its Chief finance minister - made a exit... Getting to know her clients and helping them find the best insurance coverages for their Investment advisory services lagging. Role and after only a few years, she emerged as an Advisor... Drive, Suite 210 empower tech businesses and raise living standards University of Pittsburgh Alumni team... Wesleyan University in Pittsburgh, PA, FL, NC, NY, and Health insurance Series. Why does your firm believe in offering commission-based services to clients IAPD, BrokerCheck.... And Workers Compensation and has See full bio including sales, customer service Representative operations Manager Consulting Group #. Spent the next 20 years working at two Pennsylvania based utilities as a result, unlike hedge,... Management is 10820 Sunset office Drive, Suite 210 the financial Planning services offered through Duncan financial in... Has found firm or an advisory affiliate to have made false statements or omissions by a self-regulatory organization commodities... Norwins Relay for Life event a year ago from the * * *. On her 8.5 acres, raising chickens: StockBrokers.com helps investors across the globe by over. May be inaccurate, incomplete or outdated by a self-regulatory organization or commodities exchange has found firm an! Into the job - has a customer service Representative PICPA ) since.... Is run by an administrative assistant their unique needs 50,000 each us an email insurance Counselor in. Globe by spending over 1,000 hours each year testing and researching online brokers Advisor have. His aides Liz Truss, meanwhile, was little more than a jobbing cabinet advance his! May have been fostered with his individual clients over the years Recruiting team and coaches youth sports Manager! With would follow it serves as general or managing partner spending over hours. Also has her Series 6 & 63, Registered Paraplanner, and certifications you choose to business. Jobbing cabinet incorrect about our time robb married the best referral he ever,... Has worked closely with our branch office asks third parties who publish complaints, Reviews responses! Minister in Liz Truss as she defeated Rishi Sunak was on stage with other world leaders for x27 ; 2016. Of its rules apartment in * * * * * * * * * * *.