Kathleen Elizabeth Duffy Review

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The following automated report was generated using SEC and FINRA data and was last updated on June 1st, 2020*. For data support, email "". Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

Kathleen Elizabeth Duffy, based in McLean, VA, is an Investment Advisor with 22 years of experience. Kathleen is employed by Independence Wealth Advisors, which provides investment advisory services for 124 clients.

Financial Advisor Value
First Name Kathleen
Last Name Duffy
Type Investment Advisor
FINRA Active Previously (View Finra BrokerCheck CRD#3023588)
SEC Active Yes (View SEC IAPD CRD#3023588)
Office Address 6723 Whittier Ave #200, McLean, VA 22101

Independence Wealth Advisors

Trusted Independence Wealth Advisors, registered in 2006, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 2 advisors. Independence Wealth Advisors manages $166.4 million and provides investment advisory services for 124 clients (1:62 advisor/client ratio).

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*SEC data last verified 06/01/2020. FINRA data last verified 03/17/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.