Duncan D. McRae
Investment Center
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $5,000
Minimum client income required: No minimum required
Title: CFP, CDFA, AAMS, CMFC
Offering advice since: 1982
Areas of expertise:
- Annuities
- Business planning
- Divorce planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Medical and Health Issues
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
- Tax Planning
Further information about Duncan D. McRae:
Certified Financial Planner, Certified Divorce Financial Analyst, Accredited Asset Management Specialist, Chartered Mutual Fund Counselor, Registered Investment Advisor Agent
Compensation and Fee Structures:
Commission and fees, Individually or a combination of the two
Licenses, Certifications & Affiliations:
Series 7, CFP, CDFA, AAMS, CMFC
Education:
BS Degree in Finance from Montana State University in 1981
Will provide references upon request?
Yes
Further information about Investment Center:
(Size of firm: 0-9 advisors)
Broker Dealer is Investment Centers of America, Inc
Contact Information for Duncan D. McRae
Phone: 605-721-9588
Please support us by letting this advisor know you found them through Boomerater
Fax: 605-721-9590
Address for Duncan D. McRae:
2800 Jackson Blvd
Suite 3
Rapid City, SD, 57702
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