Ethan Patrick Duncan

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 08/2005 → 11/2016
  Duncan Classical Academy
  Rogers, AR
• 11/2016 → 04/2017
  Cavenders
  Rogers, AR
• 04/2017 → 01/2018
  White River Creamery
  Elkins, AR
• 01/2018 → 05/2019
  Penske
  Fayetteville, AR
• 05/2019 → 01/2022
  Arvest Bank
  Rogers, AR
• 01/2022 → 07/2022
  Arvest Wealth Management
  Bentonville, AR
• 07/2022 → 03/2024
  Arvest Wealth Management
  Rogers, AR
• 04/2024 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2022-04-14 → 2024-04-05
  Arvest Wealth Management
  Rogers, AR
  Rogers, AR
  Bentonville, AR

Other Businesses

Duncan Asset Management - Rental Properties Not investment related Address: Corinth, TX Nature of business: Personal real estate investments Title: Owner Start Date: 11/2023 Hours per month: 1 Hours devoted during trading hours: 0 Duties: Advertising vacancies

Exams

• S66 Uniform Combined State Law Examination
  2022-04-14