Eric David Duncan

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2012 → 11/2018
  Stifel Nicolaus & Co Inc
  St. Louis, MO
• 11/2018 → 03/2020
  Edward Jones
  St. Louis, MO
• 01/2018 → 09/2018
  Duncan Real Estate Holdings
  St. Louis, MO
• 02/2021 → 06/2021
  Lpl Financial Llc
  Tampa, FL
• 05/2020 → 02/2021
  Unemployed
  Tampa, FL
• 06/2021 → 10/2023
  J.W. Cole Financial, Inc.
  Tampa, FL
• 06/2021 → 10/2023
  J.W. Cole Advisors
  Tampa, FL
• 10/2023 → Present
  Wealth Enhancement Advisory Services
  Tampa, FL
• 10/2023 → Present
  Wealth Enhancement Group
  Tampa, FL
• 10/2023 → Present
  Wealth Enhancement Brokerage Services
  Tampa, FL

Previous Registrations

• 2021-06-30 → 2023-10-03
  J. W. Cole Advisors, Inc.
  Tampa, FL
• 2021-02-25 → 2021-06-15
  Lpl Financial Llc
  Tampa, FL
  Fort Mill, SC
• 2018-12-04 → 2020-04-03
  Edward Jones
  St Louis, MO
• 2012-12-04 → 2018-11-29
  Stifel, Nicolaus & Company, Incorporated
  St. Louis, MO
  St. Louis, MO
• 2012-02-27 → 2012-12-03
  Pnc Wealth Management Llc
  St. Louis, MO
  Chesterfield, MO
• 2009-03-24 → 2010-12-31
  Morgan Keegan & Company, Llc
  Dupo, IL
  Birmingham, AL
• 2008-10-03 → 2009-01-05
  Msi Financial Services, Inc.
  St. Louis, MO
  St. Louis, MO
• 2007-06-27 → 2007-08-14
  Ameriprise Financial Services, Llc
  Chesterfield, MO

Exams

• S66 Uniform Combined State Law Examination
  2007-06-26

Other Names

• Eric David Duncan
• Eric Duncan