Robert A. Duncan
Professional summary
Robert Anthony Duncan, CFP®, who also goes by Rob Duncan, is a registered financial advisor currently at GLOBAL IMPACT WEALTH MANAGEMENT located in Riverside, California and STEWARD ADVISORS GROUP, LLC located in Riverside, California.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Robert has worked at 6 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Anthony Duncan's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 19, 2023 - Present
GLOBAL IMPACT WEALTH MANAGEMENT
February 4, 2026 - Present
STEWARD ADVISORS GROUP, LLC
February 12, 2026 - Present
SIMMONS CAPITAL GROUP
February 12, 2003 - August 14, 2014
SYNOVUS SECURITIES, INC.
February 12, 2003 - August 14, 2014
SYNOVUS SECURITIES, INC.
April 11, 2001 - February 3, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 12, 2001 - February 3, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 21, 1998 - March 27, 2001
AMSOUTH INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
SIMMONS CAPITAL GROUP
CRD#: 281122 / SEC#: 801-106746
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/19/2023)
(2/4/2026)
Exams
Current Firm
SIMMONS CAPITAL GROUP
CRD#: 281122 / SEC#: 801-106746
Contact information
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 455 |
| AUM (Assets Under Management) | $ 194,471,066 |
Red Flags
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