Duncan McAllister

Private Wealth Advisor, Managing Director at UBS Financial Services, Inc.

Role
Managing Director, Cfp(R), Crpc(R), Cepa(R) at UBS
Location
Bellevue, WA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Duncan McAllister

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Experience

  1. Managing Director, Cfp(R), Crpc(R), Cepa(R)

    UBS

    Jan 1998 — Present

    Advisory & Brokerage ServicesWealth Advisor Program GraduatePortfolio Management ProgramUBS Financial ServicesCFP GraduateCRPC Graduate

Education

  • Washington State University - College of Business and Economics

    Finance

    1980 — 1983

Skills

  • Finance

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Duncan McAllister — Managing Director, Cfp(R), Crpc(R), Cepa(R) at UBS in Bellevue, WA, US | Unifers