Ben J. Duncanson
Professional summary
Ben James Duncanson, CFP®, who also goes by Benjamin James Duncanson, is a registered financial advisor currently at BADGLEY PHELPS WEALTH MANAGERS located in Boise, Idaho.
Ben is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Ben has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ben James Duncanson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2023
Experience
March 4, 2025 - Present
BADGLEY PHELPS WEALTH MANAGERS
May 2, 2023 - February 12, 2025
INDEPENDENT FINANCIAL PARTNERS
April 28, 2023 - February 12, 2025
IFP SECURITIES, LLC
January 11, 2016 - April 11, 2023
CHARLES SCHWAB & CO., INC.
November 12, 2015 - April 11, 2023
CHARLES SCHWAB & CO., INC.
September 2, 2014 - November 6, 2015
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
BADGLEY PHELPS WEALTH MANAGERS
CRD#: 315440 / SEC#: 801-121830
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/4/2025)
(3/4/2025)
Exams
Current Firm
BADGLEY PHELPS WEALTH MANAGERS
CRD#: 315440 / SEC#: 801-121830
Contact information
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,875 |
| AUM (Assets Under Management) | $ 5,902,779,678 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/27/2025 | ||
| 12/11/2024 | ||
| 01/08/2024 | ||
| 10/24/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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