Duncan D, McRae CFP®, AAMS®, CMFC®
CERTIFIED FINANCIAL PLANNER™
Accredited Asset Management Specialist?
Chartered Mutual Fund Counselor?
1981 BS Degree in Business Finance – Montana State University
1983 Insurance License
1983 Securities Registration- Series 6 (now held with LPL Financial)
1987 CERTIFIED FINANCIAL PLANNER™ certification
1989 Certificate of Recognition for completing the
ADVANCE ESTATE PLANNING course in the Masters Degree Program
from the College for Financial Planning in Denver, CO
1992 Certificate of Recognition for completing
THE USE OF TRUSTS IN ESTATE PLANNING course in the Masters
Degree program from the College for Financial Planning in Denver CO
1994 Certificate of Recognition for completing the
TAX PLANNING FOR THE CLOSELY HELD BUSINESS In The Advance Studies
program for the College for Financial Planning in Denver
1997 Chartered Mutual Fund Counselor Designation
1998 Investment Advisory Representative- Series 65 (now held with LPL Financial)
2007 Certified Divorce Financial Analyst – CDFA
2007 Accredited Asset Management Specialist – AAMS
