National Planning Corporation ("npc Of America" In Fl & Ny)

National Planning Corporation ("npc Of America" In Fl & Ny) (CRD# 29604) is a financial advisory firm headquartered in El Segundo, CA. They manage $7,810,794,288 in 42,943 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7,811
    MILLION
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at National Planning Corporation ("npc Of America" In Fl & Ny)
Showing 1 - 10 of 1,105 top financial advisors.
1
Jane S. Eddy, ChFC
CRD#: 1617771
1457 N US 1, Suite 21, Ormond Beach, FL 32174
103
Wealthminder
score

Jane Eddy (CRD# 1617771) is an Investment Advisor Representative working with  National Planning Corporation ("npc Of America" In Fl & Ny) in Ormond Beach, FL and has close to 30 years of experience in the finance industry. Jane assists and educates clients on non-traditional wealth strategies for building, accumulating and distributing assets efficiently.  With so many unknown variables disrupting asset accumulation and distribution objectives, Jane uses strategies that not only directly reduce risk and taxes but put people, not institutions, in control of their wealth.

2
Gabe Stepanic
CRD#: 4620767
615 Piikoi Street, Ste 1205, Honolulu, HI 96814
103
Wealthminder
score

Gabe Stepanic (CRD# 4620767) is an Investment Advisor Representative working at National Planning Corporation ("NPC of America" In FL & NY) in Honolulu, HI and has over 13 years of experience in the finance industry. Gabe Stepanic has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

3
Travis L. Buck
CRD#: 4056190
11986 Portland Ave. South, Burnsville, MN 55337
101
Wealthminder
score

Travis Buck (CRD# 4056190) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Burnsville, MN and has over 16 years of experience in the finance industry. Travis Buck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Joseph S. Arnold
CRD#: 4322124
27476 Detroit Rd., Suite 104, Westlake, OH 44145
100
Wealthminder
score

Joseph Arnold (CRD# 4322124) is a Financial Advisor working at National Planning Corporation ("npc Of America" In Fl & Ny)/Foundation Wealth Advisors, LLC in Westlake, OH and has over 15 years of experience in the finance industry.

5
Richard E. Harman III
CRD#: 5374251
1395 West Granada Blvd., Ormond Beach, FL 32174
100
Wealthminder
score

I'm a Financial Advisor and Accredited Investment Fiduciary specializing in retirement planning and wealth management strategies. I assist clients with developing a comprehensive financial plan and implementing customized strategies to put them on track for a successful retirement and keep them on track.

6
Stephen A. Hartel, MBA, AIF
CRD#: 4570388
101 University Blvd, Ste. 450, Denver, CO 80206
100
Wealthminder
score

Steve is an Investment Advisor Representative (IAR) with both National Planning Corp (NPC) and Trilogy Capital. Steve is a Wealth Advisor with the independent financial planning firm Trilogy FInancial.

 

Steve is a Wealth Advisor in Trilogy’s Denver office. He believes in treating his clients with respect, honesty, integrity, and service excellence. Steve does not believe in cookie cutter financial plans. Everyone’s needs and goals are different; what may make sense for one person may not make sense for another, even if they are at the same age or stage in life.

Steve is committed to thinking holistically and creatively so that he can help his clients work towards their unique financial goals. He is attracted to the energy of those who shape our world and future such as business owners, educators, and entrepreneurs. Steve is dedicated to helping clients achieve financial independence through practical, values-driven financial plans.

Prior to joining Trilogy, Steve enjoyed significant roles at a boutique investment management firm, as a private consultant, as the head of a registered investment advisory firm, and at a highly specialized unit of Fidelity Investments. He holds an MBA in Finance, and has furthered his education with graduate courses at both the University of Southern CA and Merrimack College. He has appeared numerous times as a financial specialist guest on national radio and television networks. Steve is an Accredited Investment Fiduciary, AIF®.

Steve specializes in advising clients on how to strive for their financial goals, pay less in taxes, affordably pay for college, invest smarter, and properly manage their hard-earned assets. He thrives in his role as a financial mentor. He enjoys educating small business owners and guiding individuals and families through all stages of their financial lives. 

7
Laurie L. Taylor
CRD#: 5141556
1395 West Granada Blvd., Ormond Beach, FL 32174
100
Wealthminder
score

Laurie Taylor (CRD# 5141556) is an Investment Advisor Representative working at Anchor Group (Broker/Dealer National Planning Corporation "npc Of America" In Fl & Ny) in Ormond Beach, FL.  She has worked in the financial services industry for over 9 years attaining comprehensive knowledge of banking, insurance, investments, and financial planning.  She holds several Securities Licenses (Series 6,7,63,66,26) as well as the Florida Life, Health and Variable Annuities License.

Laurie is also a Certified Divorce Financial Analyst (CDFA™).  She works with attorneys and their divorcing clients to determine the short and long term impact of proposed settlements.  Her assistance helps clients avoid tax mistakes and common divorce pitfalls.  

Laurie is a frequent guest host on WNDB's Anchor Money Line.  She is a member of the Collaborative Family Law Group of Central Florida, the Estate Planning Council of the Fun Coast. the Business League Network, and WOAMTEC,  Laurie is a graduate of the Ormond Beach Leadership program and is co-chairing Education Day for 2016.  She also was a co-chair for the American Cancer Society's Bark for Life event and has taught financial programs for the YMCA and Junior Achievement.

8
Robert Galindo
CRD#: 4538639
3880 S. Bascom Avenue, Ste. 210, San Jose, CA 95124
98
Wealthminder
score

Robert Galindo (CRD# 4538639) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in San Jose, CA and has over 13 years of experience in the finance industry.

9
Julian K. Romero
CRD#: 2914425
1585 Kapiolani Blvd, Suite 1604, Honolulu, HI 96814
98
Wealthminder
score

Julian Romero (CRD# 2914425) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Honolulu, HI and has over 18 years of experience in the finance industry.

10
Joseph A. Sarbello
CRD#: 2177787
100 North Sepulveda Blvd, Suite 1800, El Segundo, CA 90245
98
Wealthminder
score
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