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 1 - 10 of 98 top financial advisors.
1
James V. Adam
CRD#: 4986401
120 Vantis, Suite 400, Aliso Viejo, CA 92656

James Adam (CRD# 4986401) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 18 years of experience in the finance industry.

2
Thomas B. Bastin
CRD#: 3261301
Weston, FL

Thomas Bastin (CRD# 3261301) is an Investment Advisor Representative working at Nfp Retirement Inc. in Weston, FL and has over 24 years of experience in the finance industry.

3
Charles T. Brocato
CRD#: 5762605
Fortson, GA

Charles Brocato (CRD# 5762605) is an Investment Advisor Representative working at Nfp Retirement Inc. in Fortson, GA and has over 13 years of experience in the finance industry.

4
Anthony A. Cardinal
CRD#: 1907461
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Anthony Cardinal (CRD# 1907461) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 35 years of experience in the finance industry.

5
Morgan A. Davis
CRD#: 7028561
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Morgan Davis (CRD# 7028561) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 5 years of experience in the finance industry.

6
Marcel J. Dupre
CRD#: 2794551
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Marcel Dupre (CRD# 2794551) 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.

7
Jessica B. Espinoza
CRD#: 5103478
6500 Rock Spring Drive, Suite 410, Beshesda, MD 20817

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.

8
Steven L. Festler
CRD#: 5677731
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Steven Festler (CRD# 5677731) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 9 years of experience in the finance industry.

9
Allison Flink
CRD#: 4341987
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Allison Flink (CRD# 4341987) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 21 years of experience in the finance industry.

10
Justin Goldstein
CRD#: 5779980
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Justin Goldstein (CRD# 5779980) 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.

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