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).
-
Total Assets Under Management96,454MILLION
-
Total Number of Accounts5,514ACCOUNTS
-
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
Joel Shapiro (CRD# 5104448) 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.
Jill Shea (CRD# 2312352) 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.
Gary Shuford (CRD# 4596981) 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.
Peter Snow (CRD# 5250484) 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.
Brandon Sproles (CRD# 4055034) 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.
Matthew Stewart (CRD# 6035246) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 10 years of experience in the finance industry.
Solomon Stewart (CRD# 5823172) 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.
Debora Stranman (CRD# 1568540) is an Investment Advisor Representative working at Nfp Retirement Inc. in Cleveland, OH and has over 2 years of experience in the finance industry.
Orlando Torres (CRD# 5035624) 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.
William Tugaw (CRD# 1158000) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 12 years of experience in the finance industry.