DE
David E Duncan
CRD 6027905
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Monterey Wealth Partners Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Monterey Wealth Partners Llc
Chief Compliance Officer · Less than 5% · Oct 2024
-
Monterey Wealth Partners Llc
Owner · 75% or more · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗