Ben
Duncanson

Independent Financial Partners

CRD#6378739
Investment Advisor
in Meridian, ID

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About this Advisor

Ben Duncanson is a financial advisor based in Meridian, Idaho, working with Independent Financial Partners. Ben has previously held positions at The Vanguard Group, Inc, Charles Schwab & Co., Inc, Charles Schwab Bank, and Ifp Securities, LLC. Ben has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Idaho. Currently, Ben is part of Independent Financial Partners, which operates out of Meridian, Idaho. 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

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1880 South Eagle Road
Meridian, ID 83642

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$9,761,355,350

ID Average: $1,855,561,029
Total Number of Employees

267

ID Average: 62
Total Number of Accounts

37,391

ID Average: 2,474
Average Account Size

$261,062

ID Average: $750,025

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

Ben Duncanson Work History

2023 - Present (2 years)

Ifp Securities. LLC

2015 - 2023 (8 years)

Charles Schwab & Co., Inc

2015 - 2023 (8 years)

Charles Schwab Bank

2014 - 2015 (1 year)

The Vanguard Group, Inc

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Disclosures

Please visit the SEC profile of Ben Duncanson 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

Sunnaret Eang
Fort Washington, PA
Jandin Miller
Manistee, MI
Stephen Angelis
Dublin, OH
Tyler Acheson
Tampa, FL
Nicolas Wolfson
Tampa, FL
Jeremy Sickles
Jeffersonville, IN
Chad Castrinos
Metairie, LA
Jody Henley
Powell, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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