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DR

Duncan Rowley

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CRD#: 1597217
DR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Duncan Rowley was a registered financial professional .

Duncan is a previously registered financial professional and started their career in finance in 1990. Duncan had worked at 8 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 1, 2011 - May 22, 2012

BACKSTROM MCCARLEY BERRY & CO., LLC

BD
CRD#: 124503
SAN FRANCISCO, CA
Past

August 13, 2010 - March 31, 2011

BLAYLOCK VAN, LLC

BD
CRD#: 145317
OAKLAND, CA
Past

October 1, 1998 - May 8, 2009

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
SAN FRANCISCO, CA
Past

November 12, 1996 - October 1, 1998

BANCAMERICA SECURITIES, INC.

BD
CRD#: 17977
SAN FRANCISCO, CA
Past

January 27, 1993 - March 18, 1997

BUTLER MUNI, LLC

BD
CRD#: 7389
SAN RAMON, CA
Past

August 23, 1991 - March 13, 1992

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

September 19, 1990 - May 8, 1991

FIRST CALIFORNIA CAPITAL MARKETS GROUP, INC.

BD
CRD#: 16116
Past

February 13, 1990 - September 5, 1990

PRAGER & CO., LLC

BD
CRD#: 21567
SAN FRANCISCO, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/20/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


BM
BACKSTROM MCCARLEY BERRY & CO., LLC
BACKSTROM MCCARLEY BERRY & CO., LLC

CRD#: 124503 / SEC#: , 8-65679

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
130 Battery Street, Suite 560, San Francisco, CA 94111
Mailing Address
130 Battery Street, Suite 560, San Francisco, CA 94111
Phone number
(415) 392-5505
Established
California since 06/04/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (24 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
MCCARLEY, VINCENT ELLISCEO, MUNICIPAL PRINCIPAL, CCO1711341
LEUNG, FRANK SIKWINGCFO, FINOP2145757

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BACKSTROM MCCARLEY BERRY & CO., LLC

CRD#: 124503

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