Michael
Dugan
Nfp Retirement Inc
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About this Advisor
Michael Dugan is a financial advisor based in Bethesda, Maryland, working with Nfp Retirement Inc. Michael has previously held positions at Nfp Retirement, Inc, Kestra Investment Services, LLC, Suntrust Bank, The Meltzer Group, Nfp Securities, Inc, and Kestra Advisory Services, LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland and Virginia. Currently, Michael is part of Nfp Retirement Inc, which operates out of Bethesda, Maryland. The firm has 26 offices and 219 employees. The firm manages assets totaling $96.5 billion and serves a variety of clients, including 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, and other services. The fee structure at Nfp Retirement Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Nfp Retirement Inc Brokerage Details
$96,454,495,427
219
5,514
$17,492,654
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Michael Dugan Work History
Nfp Retirement, Inc
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Nfp Securities, Inc
The Meltzer Group
Suntrust Bank
Disclosures
Please visit the SEC profile of Michael Dugan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
