Nfp Retirement Inc.
Nfp Retirement Inc. (CRD# 121254) is a financial advisory firm headquartered in Aliso Viejo, CA. They manage $96,454,495,427 in 5,514 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management96,454MILLION
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Total Number of Accounts5,514ACCOUNTS
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Average Account Value$17,492,654
- 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
Julie Graham (CRD# 2553948) is an Investment Advisor Representative working at Nfp Retirement Inc. in Austin, TX and has over 29 years of experience in the finance industry.
Dallin Griffin (CRD# 6351530) is an Investment Advisor Representative working at Nfp Retirement Inc. in South Jordan, UT and has over 9 years of experience in the finance industry.
Susann Haas (CRD# 4303946) 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.
Amy Hanophy (CRD# 2809916) 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.
Jamie Hayes (CRD# 4475056) is an Investment Advisor Representative working at Nfp Retirement Inc. in Maitland, FL and has over 19 years of experience in the finance industry.
Barbara Healy (CRD# 712443) is an Investment Advisor Representative working at Nfp Retirement Inc. in Scottsdale, AZ and has over 43 years of experience in the finance industry.
David Heroux (CRD# 4746171) 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.
Richard Holland (CRD# 1624264) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 37 years of experience in the finance industry.
Todd Hoppock (CRD# 2226874) is an Investment Advisor Representative working at Nfp Retirement Inc. in Boise, ID and has over 31 years of experience in the finance industry.
Clifton Horner (CRD# 4873483) 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.