Our Legacy
Founded on September 2, 1983, R.M. Duncan Securities, Inc. has spent over four decades serving as a trusted financial partner . We have grown from a local brokerage into a diversified financial services firm registered across 19 U.S. states and territories. Our longevity is a testament to our commitment to navigating the complexities of the capital markets on behalf of our clients.
Our Expertise
At R.M. Duncan Securities, we specialize in bridging the gap between innovative companies and strategic capital. We serve a broad range of sectors—including manufacturing, energy, and commercial services—offering tailored advisory services for:
Angel & Seed Funding: Empowering early-stage ventures with the capital needed to scale.
Convertible Debt & Private Placements: Providing flexible financing structures for growing enterprises.
Comprehensive Brokerage: Facilitating trades in corporate equity, mutual funds, U.S. government securities, and municipal bonds.
Our Leadership
Under the guidance of Randall Max Duncan (President & CEO) and Jose Romeo Portillo (CFO & CCO), our firm prioritizes experience and specialized market knowledge. We operate as a registered broker-dealer and a member of FINRA and the SIPC, ensuring that our operations meet rigorous industry standards.
Our Commitment to Clients
We believe that every investment requires a personal touch. Whether you are a retail investor seeking to diversify your portfolio with mutual funds and government securities, or a corporation looking for specialized financing advisory, our team provides the technical proficiency and market insight required to achieve your financial objectives.
Contact Us
We invite you to learn more about how our four decades of experience can work for you.
R.M. Duncan Securities, Inc.