TrueAdvisor
TrueAdvisor
BD
BD

Barbara Blank Dugan

Independent Financial Partners
9 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Independent Financial Partners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
300 advisors
Number of Clients
45,782 clients
Average Client Portfolio
$274K average
Assets Under Management
$12.5B

Fee Structure

Location

3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Independent Financial Partners
February 2025 - Present · 1 yr
Previous Registrations
Invst, LLC
January 2022 - March 2025 · 3 yrs 2 mos
Provise Management Group, LLC
April 2016 - October 2021 · 5 yrs 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.