Conor
Weir
Nfp Retirement Inc
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About this Advisor
Conor Weir is a certified financial planner operating out of Aliso Viejo, California, with 2 years of industry experience. Weir currently works for Nfp Retirement Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner And Smith Inc, Bank Of America, N.A, Lpl Financial LLC, Independent Financial Partners, Resources Investment Advisors, Triad Advisors and Nfp Retirement Inc. Weir maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in California. Nfp Retirement Inc is a company based in Aliso Viejo, CA. The firm has offices in 26 locations and a total of 251 financial advisors. It has $75 billion in assets under management between its 5,162 client accounts, placing it among the biggest firms in the United States by assets under management. Of its 5,162 customer accounts, 17% are held by high-net-worth individuals who have more than $1 million in investable assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial advice vary depending on the financial services provided. However, fees charged by Nfp Retirement Inc most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nfp Retirement Inc Brokerage Details
$75,046,288,911
251
5,162
$14,538,219
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Conor Weir Work History
Conor has been registered as a financial advisor for 2 years.*
Nfp Retirement Inc
Triad Advisors
Resources Investment Advisors
Lpl Financial LLC
Independent Financial Partners
Merrill Lynch, Pierce, Fenner And Smith Inc
Bank Of America, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Conor Weir to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nfp Retirement Inc
Collegeville, PA
Euless, TX
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
Kennebunk, ME
Charlotte, NC
Ellicott City, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
