PG
Patrick Guilfoy
from Duncan Financial Management, Inc.
Patrick Guilfoy is a financial advisor based in Missouri, Sunset Hills,
with 15 years of experience. Patrick currently works for
Duncan Financial Management, Inc..
Patrick maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Patrick Guilfoy works at Duncan Financial Management, Inc.
Duncan Financial Management, Inc. is a financial advisory firm based in Sunset Hills, Missouri. It currently has approximately $16,335,354 of assets under management and employs about 3 people. Duncan Financial Management, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
10820 Sunset Office Drive, Suite 210, Sunset Hills, Missouri, 63127
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