Daniel Ryan Duncan

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 04/2021 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 07/2016 → 10/2020
  Nordson Sonoscan
  Scottsdale, AZ
• 11/2020 → 03/2021
  Unemployed
  Tempe, AZ

Exams

• S66 Uniform Combined State Law Examination
  2024-03-08
• S63 Uniform Securities Agent State Law Examination
  2021-11-17

Other Names

• Dan Ryan Duncan
• Daniel Duncan