Nfp Retirement Inc.
Nfp Retirement Inc. (CRD# 121254) is a financial advisory firm headquartered in Aliso Viejo, CA. They manage $75,046,288,911 in 5,162 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management75,046MILLION
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Total Number of Accounts5,162ACCOUNTS
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Average Account Value$14,538,219
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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, WY
James Adam (CRD# 4986401) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 18 years of experience in the finance industry.
Thomas Bastin (CRD# 3261301) is an Investment Advisor Representative working at Nfp Retirement Inc. in Weston, FL and has over 23 years of experience in the finance industry.
Charles Brocato (CRD# 5762605) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 13 years of experience in the finance industry.
Anthony Cardinal (CRD# 1907461) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 34 years of experience in the finance industry.
Morgan Davis (CRD# 7028561) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 4 years of experience in the finance industry.
Marcel Dupre (CRD# 2794551) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 27 years of experience in the finance industry.
Jessica Espinoza (CRD# 5103478) is an Investment Advisor Representative working at Nfp Retirement Inc. in Beshesda, MD and has 1 year of experience in the finance industry.
Steven Festler (CRD# 5677731) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 9 years of experience in the finance industry.
Allison Flink (CRD# 4341987) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 20 years of experience in the finance industry.
Justin Goldstein (CRD# 5779980) is an Investment Advisor Representative working at Nfp Retirement Inc. in Madison, WI and has over 13 years of experience in the finance industry.