Duncan Kelm
- Role
- Wealth Advisor at Arrow Point Wealth Management
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Duncan Kelm
Experienced Wealth Management and Tax Advisor in business to serve. Helping clients with…
Experience
Wealth Advisor
May 2020 — Present
Planning centered wealth and investment advice, leveraging experience and innovative software to holistically plan and manage clients wealth. Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. LPL Financial and Arrow Point Wealth Management do not offer tax advice or services. Arrow Point Tax Services and LPL Financial are separate entities.
Education
University of Florida - Warrington College of Business
Master of Business Administration (MBA), Finance, General
2015 — 2016
San Diego State University
Bachelor of Science, Finance and Financial Management Services
2007 — 2011
Imperial College London
Finance and History
2007 — 2007
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.