Menu

User Videos

227 videos found
4/14/2021: New CAAP/SMA portfolios, Important forms update, and a presentation from Transamerica
4/14/2021: New CAAP/SMA portfolios, Important forms update, and a presentation from Transamerica
1 views
Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Apr
04/07/2021: WealthPort changes upcoming, state licensing requirements, and a presentation by Pacer ETF’s
04/07/2021: WealthPort changes upcoming, state licensing requirements, and a presentation by Pacer ETF’s
1 views
Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Apr
3/31/2021: The latest on the WealthPort/CMAP changes, updates to DWA Portfolios, and a presentation from Inland Securities
3/31/2021: The latest on the WealthPort/CMAP changes, updates to DWA Portfolios, and a presentation from Inland Securities
1 views
Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Mar
3/24/2021:New products, changes to Wealthport, and a quarterly BGA update
3/24/2021:New products, changes to Wealthport, and a quarterly BGA update
2 views
Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Mar
3/17/2021: Branch Annual Meeting details and a Investment Strategy by Columbia Threadneedle Investments
3/17/2021: Branch Annual Meeting details and a Investment Strategy by Columbia Threadneedle Investments
1 views
Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Mar
3/10/2021: Sponsor updates, Securities registration reminder, and a CNL presentation
3/10/2021: Sponsor updates, Securities registration reminder, and a CNL presentation
1 views
Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Mar
3/3/2021: How to set up a DWA account and an update from FS Investments
3/3/2021: How to set up a DWA account and an update from FS Investments
1 views
Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Mar
2/24/2021: Important updates on being a trustee and the latest DWA portfolio's update
2/24/2021: Important updates on being a trustee and the latest DWA portfolio’s update
2 views
Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Feb
2/17/2021: Cambridge Audit Alert updates, Transamerica annuity changes, and utilizing Cambridge Source
2/17/2021: Cambridge Audit Alert updates, Transamerica annuity changes, and utilizing Cambridge Source
2 views
Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Feb
2/10/2021: Hardcopy Correspondence reminders, the DAR website, and Jackson National update and sales tool
2/10/2021: Hardcopy Correspondence reminders, the DAR website, and Jackson National update and sales tool
1 views
Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Feb
1…20212223
Page 22 of 23
Back To Top

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

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Duncan Advisor Resources and its subsidiaries are separate entities.

This communication is strictly intended for individuals in all 50 states. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Diversification and asset allocation strategies do not assure profit or protect against losses.

“Cambridge Approval #226235.”

Privacy Policy | Terms of Use

© 2021 Duncan Financial Group. All Rights Reserved. Designed by Apis Productions
Skip to content