Richard
Duda
Independent Financial Partners
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About this Advisor
Richard Duda is a financial advisor based in Tampa, Florida, working with Independent Financial Partners. Richard has previously held positions at Schwab Private Client Investment Advisory, Inc, Charles Schwab & Co., Inc, Independent Financial Partners, and Ifp Securities LLC. Richard has passed the Series 66 regulatory exam and is registered to provide services in Alabama, California, Colorado, Florida, Idaho, Michigan, Ohio, and Texas. Currently, Richard is part of Independent Financial Partners, which operates out of Tampa, Florida. The firm has 155 offices and 267 employees. The firm manages assets totaling $9.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Independent Financial Partners includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Financial Partners Brokerage Details
$9,761,355,350
267
37,391
$261,062
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Richard Duda Work History
Independent Financial Partners
Ifp Securities LLC
Schwab Private Client Investment Advisory, Inc
Charles Schwab & Co., Inc
Disclosures
Please visit the SEC profile of Richard Duda to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Independent Financial Partners
Dublin, OH
Hastings, NE
Austin, TX
Tampa, FL
Manistee, MI
Pensacola, FL
Jeffersonville, IN
Metairie, LA
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