Robert Duncan has been an investment adviser representative at Aifg Consultants since February 2026, and is not listed among the firm’s executive officers or direct owners. Robert Duncan holds a Master of Divinity (MDiv).
Aifg Consultants LTD. is a Halfmoon, NY firm with $213M under management, 463 clients and 8 advisers across 6 offices, as of its April 2026 filing.
Rob Duncan is President of Simmons Capital Group. He offers financial planning and investment management, including retirement and estate planning, charitable giving and tax-efficient investment strategies. He has more than 25 years in the financial services industry and has lived and served overseas as a cross-cultural worker.
Robert Duncan’s longest registration was 11 years at Synovus Securities, Inc. (2003–2014). Before joining Aifg Consultants in 2026, Robert Duncan was registered through Synovus Securities, Inc. and Merrill Lynch Pierce Fenner & Smith Inc.
- Simmons Capital GroupCurrent– present · under a yearRiverside, CA · Adviser representative · Firm CRD 281122
- Steward Advisors Group, LLCAlso current– present · under a yearRiverside, CA · Adviser representative · Firm CRD 321846
- Global Impact Wealth ManagementAlso current– present · 3 yearsRiverside, CA · Adviser representative · Firm CRD 326638
- Synovus Securities, Inc.– · 11 yearsBirmingham, AL · Adviser representative · Firm CRD 14023
- Merrill Lynch Pierce Fenner & Smith Inc.– · 1 yearBirmingham, AL · Adviser representative · Firm CRD 7691
Professional designations
Listed by Aifg Consultants
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst (CIMA®)
- Tax Planning Certified Professional (TPCP®)
Investment adviser representative registrations
Robert Duncan is registered as an investment adviser representative in 2 states. The first approvals date from May 2023; the most recent is New York, in February 2026.
- CaliforniaSince 19 May 2023
- New YorkSince 4 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 18 May 1998 |
| Series 7 | General Securities Representative Examination | 20 April 1998 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Anthony Duncan
- CRD
- 3031586
- Firm
- Aifg Consultants · CRD 281122
- Office
- Riverside, CA
- Registration
- Investment adviser registration
- In the industry since
- January 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- simmonscapitalgroup.com
Where does Robert Duncan work?
Robert Duncan is an investment adviser representative registered through Aifg Consultants LTD. since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Robert Duncan a financial advisor?
Yes. Robert Duncan has a current investment-adviser registration in California and New York, through Aifg Consultants since February 2026.
How many years of experience does Robert Duncan have?
Robert Duncan has 16 years in the financial industry, since January 2010, across 5 adviser firms.
What exams has Robert Duncan passed?
Robert Duncan has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 1998.
Where did Robert Duncan work before Aifg Consultants?
Before Aifg Consultants, Robert Duncan was registered through Synovus Securities, Inc., February 2003 to August 2014; Merrill Lynch Pierce Fenner & Smith Inc., April 2001 to February 2003.
Where is Robert Duncan based?
Robert Duncan’s registered office is in Riverside, CA.
Is Robert Duncan registered with FINRA?
No. Robert Duncan has no current broker registration.
Is Robert Duncan a CFP?
Aifg Consultants lists Robert Duncan with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Robert Duncan’s record?
Search CRD 3031586 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Duncan’s full registration record.