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Aleedra Price Duncan

7 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningDivorce PlanningSpecial Needs Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
587 advisors
Number of Clients
11,854 clients
Average Client Portfolio
$232K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$1K
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Location

2925 Richmond Ave Ste 1200, Houston, TX, 77098

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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 ActivitiesSells Insurance

Aleedra is an independent insurance agent selling life, disability, annuity, and other fixed insurance products. This activity takes nearly full-time hours.

Employment History
Current Registrations
Voya Financial Advisors, INC.
November 2024 - Present · 1 yr 3 mos
Voya Financial Advisors, INC.Broker
November 2024 - Present · 1 yr 3 mos
Previous Registrations
VALIC Financial Advisors, INC.
July 2019 - December 2024 · 5 yrs 5 mos
VALIC Financial Advisors, INC.Broker
March 2019 - December 2024 · 5 yrs 9 mos
Foresters Financial Services, INC.Broker
January 2019 - March 2019 · 2 mos
Horace Mann Investors, INC.Broker
February 2017 - October 2017 · 8 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.