Keith Duncan, of KeyStone Planning Group in Helena, joined a select group of 300 advisers for the annual Landenburg Elevate Advisory Symposium in Nashville in January.
Duncan is an investment adviser representative and registered representative of Investacorp, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc.
The conference, held annually, hosts advisers from each of Ladenburg's independent advisory and brokerage firms and provides attendees with networking activities and education sessions geared toward supporting their advisory business and enhancing service to clients.
Duncan has been with Investacorp for more than four years. KeyStone Planning Group provides services in the areas of financial planning, retirement income planning and asset management strategies.