Nfp Retirement Inc.

Nfp Retirement Inc. (CRD# 121254) is a financial advisory firm headquartered in Aliso Viejo, CA. They manage $59,214,796,526 in 2,791 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    59,215
    MILLION
  • Total Number of Accounts
    2,791
    ACCOUNTS
  • Average Account Value
    $21,216,337
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
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.

AL, AZ, CA, CO, DC, FL, GA, IA, ID, IL, KY, LA, MA, MD, MI, MN, OR, PA, PR, TX, VA, WI, WY

Financial Advisors at Nfp Retirement Inc.
Showing 1 - 10 of 79 top financial advisors.
1
James V. Adam
CRD#: 4986401
120 Vantis, Suite 400, Aliso Viejo, CA 92656

James Adam (CRD# 4986401) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 15 years of experience in the finance industry.

2
Thomas B. Bastin
CRD#: 3261301
Weston, FL

Thomas Bastin (CRD# 3261301) is an Investment Advisor Representative working at Nfp Retirement Inc. in Weston, FL and has over 20 years of experience in the finance industry.

3
Anthony A. Cardinal
CRD#: 1907461
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Anthony Cardinal (CRD# 1907461) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 31 years of experience in the finance industry.

4
Charles F. Catagnus
CRD#: 1056892
Collegeville, PA

Charles Catagnus (CRD# 1056892) is an Investment Advisor Representative working at Nfp Retirement Inc. in Collegeville, PA and has over 27 years of experience in the finance industry.

5
Jonathan M. Coombs
CRD#: 6448182
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Jonathan Coombs (CRD# 6448182) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 5 years of experience in the finance industry.

6
Morgan A. Davis
CRD#: 7028561
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Morgan Davis (CRD# 7028561) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has 1 year of experience in the finance industry.

7
Nicholas D. Dellavedova
CRD#: 2884873
120 Vantis Suite 400, Aliso Viejo, CA 92656

Nicholas Dellavedova (CRD# 2884873) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 23 years of experience in the finance industry.

8
Marcel J. Dupre
CRD#: 2794551
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Marcel Dupre (CRD# 2794551) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 24 years of experience in the finance industry.

9
Jeffrey S. Elvander
CRD#: 4898447
120 Vantis Suite 400, Aliso Viejo, CA 92656

Jeffrey Elvander (CRD# 4898447) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 15 years of experience in the finance industry.

10
Michael E. Falcone
CRD#: 2522680
West Chester, PA

Michael Falcone (CRD# 2522680) is an Investment Advisor Representative working at Nfp Retirement Inc. in West Chester, PA and has over 13 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.