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Joshua Wesley Dunn

Independent Financial Partners

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About Joshua Wesley Dunn

Joshua Wesley Dunn is a registered representative with Independent Financial Partners. Joshua has been in the industry for 2 years. Joshua holds Series 7TO, SIE and Series 66 licenses. Joshua specializes in financial planning, portfolio management for individuals, pension consulting, and educational seminars. The advisor is registered in Arizona, Illinois, and Kentucky. The advisor works out of the Tampa, FL office of Independent Financial Partners.

Firm Information

Joshua Dunn is currently registered with Independent Financial Partners. Independent Financial Partners is a financial advisory firm headquartered in Tampa, Florida. They offer a range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. The firm manages over $9.7 billion in assets for clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Independent Financial Partners

3030 NORTH ROCKY POINT DRIVE WEST

TAMPA, FL 33607

$9.76B

Assets Under Management

Not reported

Total Clients

264

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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non-discretionary investment advice

Non-discretionary investment advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets under advisement

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Joshua Dunn’s Registration & Firm History

FL

08/10/2021 - Present

Independent Financial Partners (TAMPA FL)

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Licenses & Designations

BOTH

Issued 06/17/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/18/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/22/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Wesley Dunn.
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