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Business Profile

Financial Planning Consultants

Duncan Investment Partners, LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(410) 560-7990Email BusinessWrite a Review

About

Overview

Duncan Investment Partners, LLC

108 W Timonium Rd Ste 202

Lutherville Timonium, MD 21093-7320

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BBB Accreditation & Rating

Duncan Investment Partners, LLC is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Duncan Investment Partners provides wealth management strategies, including services for executives, retirees, private businesses, individual investors, families, and foundations. The company assists clients with financial planning through securities and advisory services offered in partnership with LPL Financial.

BBB Accredited Since: 6/30/2016

Years in Business: 16

Products and Services

This company offers financial investment services.

Business Details

Local BBB:
BBB of Greater Maryland
BBB File Opened:
6/28/2012
Business Started:
9/1/2009
Business Incorporated:
9/14/2009
Type of Entity:
Limited Liability Company (LLC)

Additional Contact Information

Principal Contacts
Mr. F. Keith Duncan, Managing Partner
Customer Contacts
Mr. F. Keith Duncan, Managing Partner
Fax numbers
Primary Fax: (443) 345-3404
Additional Phone Numbers
Other Phone: (888) 233-4593
Other Phone: (443) 957-4110
Additional Email Addresses
Primary: Email this Business
Social Media

Licensing information

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 145265 for this business, issued by Maryland Insurance Administration. The expiration date of this license is 4/30/2026.

Maryland Insurance Administration

525 St Paul St

Baltimore MD 21202

410-4682000

Additional Information

Other Resources
U.S. Securities and Exchange Commission
100 F Street, NE
Washington DC 20549
Phone Number: 800-732-0330
Fax Number: (202) 772-9295
https://www.sec.gov
[email protected]
Business Categories
Financial Planning Consultants, Investment Advisory Services, Wealth Management

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