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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
Director
Life Brokerage Sales
Regional Director
Southeast Region
Georgia, North Carolina, South Carolina
Associate Director of Compliance
Melissa Ellison
Licensing & Contracting Coordinator
Kristen Hull
Associate Director of Financial Planning
Alexa Smith
Life Brokerage Operations Manager
Underwriting Director
Associate Director Business Development
Emily Craig
Licensing and Contracting Coordinator
Strategic Planning Analyst
Dennis Roybal
Branch Supervisor Associate
Commissions Specialist
Brokerage Assistant
Life Brokerage Underwriting Support
Joseph Dantico IV Headshot
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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