Allison Flink, financial advisor Aliso Viejo CA

Allison Flink

CRD Number: 4341987
Current Firm: Nfp Retirement Inc.

Allison Flink (CRD# 4341987) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Akf Holdings, LLC Austin, TX Aug 2014 - Current 8
Nfp Retirement Inc. Aliso Viejo, CA Jul 2014 - Current 8
Nfp Advisor Services, LLC Austin, TX Aug 2014 - Mar 2018 3
Wfg Investments Inc. San Antonio, TX Sep 2013 - Aug 2014 < 1
The 401(k) Concierge LLC San Antonio, TX Jun 2012 - Aug 2014 2
Nfp Securities Inc. San Antonio, TX Oct 2010 - Feb 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Allison Flink
Phone Number: 949-460-9898
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    78,718
    MILLIONS
  • Total Number of Accounts
    3,797
    ACCOUNTS
  • Average Account Value
    $20,731,607
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NE, NM, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WI, WY

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