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Phillip D
Series 63, Series 66
Knoxville, TN
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Phillip Duncan is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 66 credentials. He has 26 years of industry experience and has worked with firms including Rogers & Kirby and FireSky Financial. United Planners Financial Services is a national wealth-management enterprise serving a broad client base through independent Investment Adviser Representatives, offering advisory and brokerage services supported by multiple custodians and third-party money managers. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis.
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