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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Kestra Financial 2 years, 11 months Mar 2017 - Present
Wfg Investments Inc 6 years Mar 2011 - Mar 2017
Equity Services, Inc. 10 years, 1 month Feb 2001 - Mar 2011
National Life of Vermont 10 years, 5 months Oct 2000 - Mar 2011
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Michael Thomas Redmond?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Mar 22, 2017
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    Mar 31, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Nfp Advisor Services LLC

Last updated on July 19, 2019
    • $21.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 81K
      Accounts
    • $267.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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