Charles Matthew Duncan
Director Of Financial PlanningAptus Financial LLCCRD 3073476
About Charles Matthew Duncan
Charles Matthew Duncan is listed as Director Of Financial Planning at Aptus Financial LLC. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Aptus Financial LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Charles Matthew Duncan work?
Charles Matthew Duncan is listed as Director Of Financial Planning at Aptus Financial LLC on SEC Form ADV.
How much of Aptus Financial LLC does Charles Matthew Duncan own?
Form ADV reports a beneficial ownership band of Under 5%.
Aptus Financial LLC
| Title | Director Of Financial Planning |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2018 |