Scott Robert Duncan
CFP®Professional Summary
SCOTT ROBERT DUNCAN, CFP®, who also goes by George Robert Duncan, Scott R Duncan, is a registered financial advisor currently at CFS, LLC. SCOTT is a previously registered financial professional and started their career in finance 1982 - 2024. SCOTT has worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 1 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
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...
Other Aliases
George Robert Duncan, Scott R Duncan
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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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.
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.
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Credentials
Years of Experience
49 years in the financial services industry
Current & Past Employments
Education
Oklahoma Baptist University
Social science, BA
Social science, BA
American College
Financial services, MS
Financial services, MS
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Current Firm
CARTOGRAPHER | COVENANT GLOBAL INVESTORS | COVENANT FINANCIAL SERVICES, LLC | COVENANT FINANCIAL SERVICES, INC. | COVENANT FINANCIAL SERVICES LLC DBA COVENANT GLOBAL INVESTORS | CFS, LLC | CARTOGRAPHER LP
Contact Information
Main Address
210 Park Avenue Suite 3000, Oklahoma City, OK 73102Documents
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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
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Aug 1977Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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