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Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

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

Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Kestra Financial Services, Inc. 5 months, 2 weeks Jan 2019 - Present
Wells Fargo Clearing Services LLC 1 year, 10 months Mar 2017 - Jan 2019
Morgan Stanley Private Bank, National Associationnew York, Ny 2 years, 2 months Jan 2015 - Mar 2017
Morgan Stanley Private Bank, National Association 2 years, 2 months Jan 2015 - Mar 2017
Morgan Stanley Smith Barney 6 years, 2 months Jan 2011 - Mar 2017
LPL Financial LLC 8 years Jan 2003 - Jan 2011

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Mark Scribner

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 15, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    May 15, 2019
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 May 6, 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