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JD

John P. Duncan

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CRD#: 2136896
JD

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.

John Paul Duncan was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1991. John had worked at 13 firms and has passed the Series 63, Series 65, Series 6 and Series 26 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

October 7, 2019 - October 29, 2021

LIFEPRO ASSET MANAGEMENT

RIA
CRD#: 285252
Capistrano Beach, CA
Past

May 17, 2019 - October 4, 2019

J. W. COLE ADVISORS, INC.

RIA
CRD#: 112294
Capistrano Beach, CA
Past

May 13, 2010 - June 4, 2019

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA
CRD#: 132070
MESA, AZ
Past

April 29, 2010 - October 22, 2010

G.F. INVESTMENT SERVICES, LLC

BD
CRD#: 132939
MESA, AZ
Past

July 6, 2007 - October 6, 2009

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA
CRD#: 20804
MESA, AZ
Past

June 29, 2007 - October 6, 2009

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
MESA, AZ
Past

May 30, 2007 - June 18, 2007

LEGACY ADVISORY SERVICES, INC.

RIA
CRD#: 111027
MESA, AZ
Past

May 15, 2007 - June 18, 2007

LEGACY FINANCIAL SERVICES, INC.

BD
CRD#: 38697
MESA, AZ
Past

May 7, 2007 - May 14, 2007

CAMBRIDGE LEGACY SECURITIES L.L.C.

BD
CRD#: 103722
DALLAS, TX
Past

February 7, 2007 - May 14, 2007

ONYX WEALTH ADVISORS, INC.

RIA
CRD#: 119558
DALLAS, TX
Past

August 22, 1991 - February 25, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
Past

August 22, 1991 - February 25, 1993

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Past

May 3, 1991 - July 17, 1991

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
Past

May 3, 1991 - July 17, 1991

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251

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: 5/3/2007
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 1/11/2007
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6
Date: 5/3/2007
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 9/8/2007
Investment Company Products/Variable Contracts Principal Examination

Current Firm

LA
LIFEPRO ASSET MANAGEMENT
ABRAMS INSURANCE SOLUTIONS | WEALTH FOR LIFE FINANCIAL SOLUTIONS | WAYPOINT FINANCIAL PLANNING | VERITY WEALTH GROUP INC. | VANTAGE FINANCIAL GROUP | TRIUMPH PLANNING SOLUTIONS LLC | SUSAN N. ECKSTEIN AND ASSOCIATES, LLC | SILVER SUMMIT FINANCIAL | SILVER SPRING FINANCIAL SECURITIES | SIAMO INVESTMENT ADVISORS, INC. | SAGE FINANCIAL NETWORK INC. | RULON FINANCIAL & TAX | PLANNED SECURITY RESOURCES | PARAMOUNT FINANCIAL SERVICES | NORTH AMERICAN FINANCIAL | MONSON CAPITAL ADVISORY | MACMUNN FINANCIAL MANAGEMENT, INC. | LIFEPRO ASSET MANAGEMENT, LLC | LIFEPRO ASSET MANAGEMENT LLC. | LIFEPRO ASSET MANAGEMENT | JMS VISIONARY CONCEPTS INC. | INSIGHT COLLEGE & FINANCIAL SOLUTIONS | HOLTZ INSURANCE SERVICES | FOSS FINANCIAL LLC | FIRST FIDUCIARY ADVISORS | FINANCIAL SOLUTIONS NETWORK | DUCERUS WEALTH STRATEGIES | DIAMOND LIFE PLANNING | CREATIVE WEALTH MANAGEMENT, LLC | CLEARVISION PLANNING | CARUTHERS WEALTH SOLUTIONS | AMERICAN RELIABLE INSURANCE SERVICES, INC

CRD#: 285252 / SEC#: 801-118422

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Contact information

Main Address
11512 El Camino Real Suite 100, San Diego, CA 92130
Mailing Address
Phone number
(888) 543-3776
Established
Firm type
Fiscal year end
# of Employees
42

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2A AUGUST 2022 (3/12/2024)

Regulatory assets under management

Total Number of Accounts1,105
AUM (Assets Under Management)$ 311,330,551

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

LIFEPRO ASSET MANAGEMENT

CRD#: 285252

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