Nfp Retirement Inc.
Nfp Retirement Inc. (CRD# 121254) is a financial advisory firm headquartered in Aliso Viejo, CA. They manage $78,717,910,074 in 3,797 accounts and serve the financial needs of clients across 33 states (or territories).
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Total Assets Under Management78,718MILLION
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Total Number of Accounts3,797ACCOUNTS
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Average Account Value$20,731,607
- 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
AL, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NE, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WI, WY
James Adam (CRD# 4986401) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 16 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 22 years of experience in the finance industry.
Charles Brocato (CRD# 5762605) is an Investment Advisor Representative working at Nfp Retirement Inc. in Fortson, GA and has over 12 years of experience in the finance industry.
Brian Brummell (CRD# 3087263) is an Investment Advisor Representative working at Nfp Retirement Inc. in Ladera Drive, CA and has over 24 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 33 years of experience in the finance industry.
Eric Carlson (CRD# 6148345) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 8 years of experience in the finance industry. Eric Carlson 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.
Glenn Cassidy (CRD# 4193108) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 17 years of experience in the finance industry.
Charles Catagnus (CRD# 1056892) is an Investment Advisor Representative working at Nfp Retirement Inc. in Collegeville, PA and has over 29 years of experience in the finance industry.
Jonathan Coombs (CRD# 6448182) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 7 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 3 years of experience in the finance industry.