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CFP
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CFP

Amy L. Duncan

25 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
2,362 clients
Average Client Portfolio
$588K average
Assets Under Management
$1.4B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

13537 Barrett Parkway Drive, Suite 300, Manchester, MO, 63021

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Amy is involved in several business activities, including real estate ownership through Frisco Chalet, LLC, commercial property ownership through Candlelight Capital, LLC, and an S Corp called Candlelight Ventures, Inc. She also facilitates a networking group for women and is a consultant for Isaginix, a down-line MLM company.

Employment History
Current Registrations
Moloney Securities Asset Management LLC
February 2016 - Present · 10 yrs
Moloney Securities CO., INC.Broker
May 2005 - Present · 20 yrs 9 mos
Previous Registrations
Moloney Investment Advisory LLC
March 2016 - December 2016 · 9 mos
Moloney Securities CO., INC.
July 2012 - April 2016 · 3 yrs 9 mos
Stifel, Nicolaus & Company, IncorporatedBroker
March 2001 - May 2005 · 4 yrs 2 mos
American Express Financial Advisors INC.Broker
July 2000 - March 2001 · 8 mos
Ids Life Insurance CompanyBroker
July 2000 - March 2001 · 8 mos
State Registrations9 states
AKAZCACOFLKSSCTXVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.