Mckenna Rose Duncan
Professional Summary
Mckenna Rose Duncan, who also goes by Kenna Duncan, Mckenna Duncan, is a registered financial advisor currently at REALIZED FINANCIAL, INC. located in Austin, Texas. Mckenna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Mckenna has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kenna Duncan, Mckenna Duncan
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
6 years in the financial services industry
Current & Past Employments
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Current Firm
REALIZED FINANCAL, INC. | THORNHILL SECURITIES, INC. | THORNHILL BROKERAGE, INC. | REALIZED FINANCIAL, INC.
Contact Information
Main Address
500 W. 13th Street, Austin, TX 78701Mailing Address
500 W. 13th Street, Austin, TX 78701Phone Number
(512) 472-7171Established
Texas since 03/29/1988Firm Type
CorporationFiscal Year End
MarchFirm Size
Small# of Employees
14FINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(3/31/2022)
(3/31/2022)
(3/31/2022)
(3/31/2022)
(3/31/2022)
(3/24/2025)
(9/3/2024)
(2/13/2025)
(3/31/2022)
(2/28/2025)
(3/31/2022)
(3/31/2022)
(11/4/2024)
(7/7/2026)
(3/20/2026)
(3/31/2022)
(3/31/2022)
(3/22/2024)
(3/31/2022)
(3/31/2022)
(2/9/2022)
(2/9/2022)
(3/31/2022)
(6/10/2026)
(1/27/2026)
(3/31/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Mckenna Rose Duncan's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Mckenna Rose Duncan's CRS (Customer Relationship Summary).
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