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The Perfect Balance of Independence and Support …
You CAN Have It All

Independent advisors are often feel like they are left on an island or adrift on the sea. Isolated, alone, and without a network of like-minded professionals they can rely on.

At the same time, advisors in bank- or insurance-focused firms feel constantly restricted by corporate directives, often handed down without thought to how they may impact clients.

What if there was a solution that provided the best of both worlds? A firm that can offer the independence advisors desperately need and provide the support they ravenously crave.

Duncan Advisor Resources is that solution. We are a third-generation, family-run business focused on what matters most to you and enhancing your results. With our independent broker-dealer, Cambridge Investment Research, Inc., we provide the perfect mix of service, support, and independence to world-weary financial professionals looking for their forever home.

 

 

Supporting Your Practice

Our Duncan Advisor Resources Team will help your practice with:

  • Transitioning your book and registrations over
  • Educating on the compliance requirements of Cambridge Investment Research, Inc.
  • An understanding of what products and services are available for your clients
  • Practice Management and Business tools to assist in building your brand and office through Cambridge or our 3rd party approved companies
  • Guidance on succession and continuity planning

Making it All Work Together

Your long-term success is defined by the value you deliver to your clients, and enduring success is often driven by making sure your business efforts are a clear reflection of your personal values. We offer:

  • A broad range of choices of financial solutions for advice
  • Growth as you want it through our team or networking with our other financial professionals
  • The ability to get the technology you need to run your practice efficiently without management overhead
  • Independence to run your practice as you need to no matter the environment and no corporate approvals
  • Our motto is Independence without isolation, experience not just theory.
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See the Duncan Difference. Watch our Video.

Are You Ready for an Extraordinary Partnership?

We would love to hear about your business! Contact us to book a confidential consultation with our team so we can discuss your vision and how Duncan can be of service.

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