BBB Accredited Business Profile

Duncan Financial

Duncan Financial

(888) 756-7568

Duncan Financial

31 years in business
5973 Avenida Encinas #210
Carlsbad, CA 92008
Fax Numbers
  • (800) 997-9331
Additional Phone Numbers
  • (760) 476-1560
Additional Email Addresses
BBB File Opened: 11/22/2013
Business Started: 05/01/1986
Business Incorporated: 05/23/2008 in CA
Type of Entity
Business Management
  • Mr. Charles G Duncan, President
  • Mr. Jeffrey Mantoani, Director of Operations & Compliance
Business Category
  • Financial Services
  • Financial Planning Consultants
  • Retirement Planning Services

Products & Services
Alternate Business Names
  • Duncan Investment Advisors Inc
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
  • BBB records show a license number of 1840053 for this business, issued by FINRA-Financial Industry Regulatory Authority

    FINRA-Financial Industry Regulatory Authority
    1735 K St, Washington, DC 20006
    Phone Number:  (301) 5906500
    Fax Number:   ()

Number of Employees: 
Refund & Exchange Policy: 
BBB accredited business



This company offers financial advice and investment management to the general public.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

M: 8:00 AM-5:00 PM
T: 8:00 AM-5:00 PM
W: 8:00 AM-5:00 PM
Th: 8:00 AM-5:00 PM
F: 8:00 AM-5:00 PM
S: Closed
Su: Closed
H: Closed

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Duncan Financial

Duncan Financial


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