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
Nicholas Dellavedova (CRD# 2884873) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 25 years of experience in the finance industry.
Damian Dufour (CRD# 5372514) 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.
Marcel Dupre (CRD# 2794551) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 25 years of experience in the finance industry.
Jeffrey Elvander (CRD# 4898447) 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.
Lloyd Engleman (CRD# 4168322) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 22 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 8 years of experience in the finance industry.
Michael Filachek (CRD# 6012198) is an Investment Advisor Representative working at Nfp Retirement Inc. in Warrington, PA and has over 10 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 19 years of experience in the finance industry.
Kellen Foley (CRD# 6258754) 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.