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).

By the Numbers
  • Total Assets Under Management
    75,046
    MILLION
  • Total Number of Accounts
    5,162
    ACCOUNTS
  • Average Account Value
    $14,538,219
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Nfp Retirement Inc.
Showing 11 - 20 of 98 top financial advisors.
11
Julie A. Graham
CRD#: 2553948
Austin, TX

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.

12
Dallin D. Griffin
CRD#: 6351530
489 W. South Jordan Pkwy, Suite 310, South Jordan, UT 84095

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.

13
Susann K. Haas
CRD#: 4303946
120 Vantis, Suite 400, Aliso Viejo, CA 92656

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.

14
Amy S. Hanophy
CRD#: 2809916
120 Vantis, Suite 400, Aliso Viejo, CA 92656

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.

15
Jamie A. Hayes
CRD#: 4475056
1060 Maitland Center Commons, Suite 360, Maitland, FL 32751

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.

16
Barbara A. Healy
CRD#: 712443
Scottsdale, AZ

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.

17
David P. Heroux
CRD#: 4746171
120 Vantis, Suite 400, Aliso Viejo, CA 92656

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.

18
Richard L. Holland
CRD#: 1624264
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Richard Holland (CRD# 1624264) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 36 years of experience in the finance industry.

19
Todd R. Hoppock
CRD#: 2226874
Boise, ID

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.

20
Clifton W. Horner
CRD#: 4873483
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Clifton Horner (CRD# 4873483) 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.

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