Duncan D. McRae

Investment Center

This adviser 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 focus:

  • 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 adviser know you found them through Boomerater

Fax: 605-721-9590

Address for Duncan D. McRae:
2800 Jackson Blvd
Suite 3
Rapid City, SD, 57702

Request a COMPLIMENTARY consultation from this adviser!
Fill out the form at the top of the page


This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. Boomerater.com is in no way affiliated with or recommending any of the advisors listed in our database, and Boomerater.com is not responsible for any errors regarding the information displayed on this website. Please verify all information prior to selecting an advisor.

Have Duncan D. McRae contact you

Fill out the form below and this advisor will contact you directly

Do not submit account or other confidential information via this form.

Font Size: increase font size decrease font size