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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Pension Consulting
    • -401k
    • -Defined Benefit
    • -Other Pension Consulting

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Partners Securities, Inc. 17 years, 4 months Oct 1998 - Present
The Patrick Group 18 years, 3 months Nov 1997 - Present

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Financial Consultant
    Designation
    Chartered Financial Consultant
    Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.
  • Chartered Life Underwriter
    Designation
    Chartered Life Underwriter
    A prestigious certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Answers

Ask a financial questionAsk a question
How should I handle freelance or small business income?
If you're serious about your freelance business you should either become an LLC or incorporate your business. The form of business that you choose should involve a discussion between your attorney and or your CPA. We've found that business owners that treat their businesses like businesses tend to...  (more)
Answered Jan 2012
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Oct 15, 2015
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Oct 15, 2015
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Oct. 15, 2015
      • $47.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 25
        number of clients
      • $1.9M
        Estimated Average Account Balance Per Client

    NFP Advisor Services, LLC

    Last updated on Nov. 13, 2015
      • $11.9B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 51K
        Accounts
      • $235.0K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements