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SCOTT ROBERT DUNCAN

SCOTT R. DUNCAN

CFS | Senior Vice President, Financial Advisor
Some features on this profile are disabled
CRD#: 841620
SCOTT ROBERT DUNCAN

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.

SCOTT ROBERT DUNCAN, CFP®, who also goes by George Robert Duncan, Scott R Duncan, is a registered financial professional currently at CFS, LLC .

SCOTT is a previously registered financial professional and started their career in finance in 1982. SCOTT has worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 1 and Series 24 exams.

Biography

CAPTRUST welcomed Scott in 2021. He brings extensive experience in comprehensive financial advice to our team. Scott specializes in individual, family, and multi-generation planning, wealth, tax and estate planning, family governance, leadership transition, philanthropic strategies, and insurance planning. Scott joined us from Covenant Multifamily Offices—a multidisciplinary financial advisory firm—where he served as a senior wealth advisor. Prior to joining Covenant, he founded the registered investment advisory firm, Covenant Financial Services. Scott earned a Bachelor of Arts degree in social sciences from Oklahoma Baptist University and a Master of Science degree in financial services from the American College. In his free time, Scott collects art and 18th-century American antiques and currently serves as the editor of the Pewter Collector’s Club of America newsletter. He has a passion for mountain biking and puts in about a thousand miles per year on his road bike to stay in shape. Scott and his wife, Debra, have a grown son and daughter and six grandchildren who all live within a five-minute drive from their home.

Question & Answer

What are your service offerings?
Business Succession Planning
Estate Planning
Investment Planning
Tax Planning
Insurance Planning
Comprehensive Financial Planni...
Retirement Planning
Are you a "fiduciary"?
No

Aliases

George Robert Duncan | Scott R Duncan

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®
CFP®

Certified Financial Planner

Start date: 1995

Education

Oklahoma Baptist University

BA - Social science

American College

MS - Financial services

Experience

Current

August 24, 1984 - Present

CFS, LLC

CRD#: 118321
Past

October 11, 2021 - May 7, 2024

CAPTRUST

RIA
CRD#: 175112
Crested Butte, CO
Past

March 4, 2015 - November 24, 2021

COVENANT

RIA
CRD#: 152651
OKLAHOMA CITY, OK
Past

July 2, 2007 - May 15, 2008

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
OKLAHOMA CITY, OK
Past

November 19, 1989 - July 25, 2007

OSAIC WEALTH, INC.

BD
CRD#: 23131
OKLAHOMA CITY, OK
Past

June 19, 1986 - August 12, 1997

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 5496
WELLESLEY HILLS, MA
Past

August 24, 1984 - July 25, 2007

OSAIC WEALTH, INC.

RIA
CRD#: 23131
OKLAHOMA CITY, OK
Past

April 25, 1984 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

November 12, 1982 - July 15, 1986

NYLIFE SECURITIES LLC

BD
CRD#: 5167

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
IAR
Series 65
Date: 3/25/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/5/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/18/1984
General Securities Representative Examination
General Industry/Product Exam
RR
Series 1
Date: 8/15/1977
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/18/1997
General Securities Principal Examination

Current Firm

CL
CFS, LLC
CARTOGRAPHER | COVENANT GLOBAL INVESTORS | COVENANT FINANCIAL SERVICES, LLC | COVENANT FINANCIAL SERVICES, INC. | COVENANT FINANCIAL SERVICES LLC DBA COVENANT GLOBAL INVESTORS | CFS, LLC | CARTOGRAPHER LP

CRD#: 118321 / SEC#: 801-67969

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Contact information

Main Address
210 Park Avenue Suite 3000, Oklahoma City, OK 73102
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

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

CFS, LLC

Senior Vice President, Financial AdvisorCRD#: 118321

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Contact information

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