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Duncan Advisor Resources Team

Senior Staff

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

President
Chief Operations Officer
Securities Division
Jeffrey Barker
Executive Vice President
Life Brokerage Distribution

The Team

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

  • All
  • Case Management- Brokerage General Agency
  • Financial Planning
  • Operations- Brokerage General Agency
  • Sales Team- Brokerage General Agency
  • Securities Division
  • Underwriting- Brokerage General Agency
Jeff Levine
Regional Director
Midwest Region
Michigan, Northern Indiana
 
Regional Director
Ohio Valley Region
Kentucky, Ohio, Tennessee
 
robbs (1)
Director
Life Brokerage Sales
 
badams
Regional Director
Southeast Region
Georgia, North Carolina, South Carolina
 
Associate Director of Compliance
 
Operations Manager
 
Melissa Ellison
Licensing & Contracting Coordinator
 
Kristen Hull
Associate Director of Financial Planning
 
Alexa Smith
Life Brokerage Operations Manager
 
Senior Case Manager
 
jtheys
Underwriting Director
 
Associate Director Business Development
 
Emily Craig
Licensing and Contracting Coordinator
 
Strategic Planning Analyst
 
Internal Wholesaler
 
Dennis Roybal
Branch Supervisor Associate
 
Commissions Specialist
 
Brokerage Assistant
 
gmoore
Life Brokerage Underwriting Support
 
jgeiger
Internal Wholesaler
 
jdantico
Internal Wholesaler/Regional Director
 

* Investment advisory representatives and registered representatives of Cambridge Investment Research, Inc.

** Registered representatives of Cambridge Investment Research, Inc.

They are collectively registered in all 50 states.

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