Marcos
Pastrana

Newfront Retirement Services, Inc

CRD#3103169
Investment Advisor
in Rocklin, CA

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About this Advisor

Marcos Pastrana is a financial advisor based in Rocklin, California, working with Newfront Retirement Services, Inc. Marcos has previously held positions at Franklin Templeton Investor Services, Newfront Retirement Services, Inc, Emf Broadcasting, and Abd Insurance & Financial Services, Inc. Marcos has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Marcos is part of Newfront Retirement Services, Inc, which operates out of Rocklin, California. The firm has 21 offices and 28 employees. The firm manages assets totaling $366.8 million and offers pension consulting services. The fee structure at Newfront Retirement Services, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Rocklin, CA

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Newfront Retirement Services, Inc Brokerage Details

Total Assets Under Management

$366,754,875

CA Average: $7,578,581,321
Total Number of Employees

28

CA Average: 43
Total Number of Accounts

42

CA Average: 3,727
Average Account Size

$8,732,259

CA Average: $2,033,427

Investment Advisory Services

  • Pension consulting services

Marcos Pastrana Work History

2022 - Present (2 years)

Newfront Retirement Services, Inc

2022 - Present (2 years)

Abd Insurance & Financial Services, Inc

2019 - 2022 (3 years)

Emf Broadcasting

1998 - 2019 (21 years)

Franklin Templeton Investor Services

Disclosures

Please visit the SEC profile of Marcos Pastrana 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 Newfront Retirement Services, Inc

Mickey Pinguelo
San Francisco, CA
Ali Ahmadi
San Francisco, CA
Curtis Fugate
Sacramento, CA
Khirstine Lumban
Sa Bruno, CA
Sarah Schwartz
San Francisco, CA
Edwin Wilson
San Francisco, CA
Justin Mcadams
San Francisco, CA
Christopher Call
San Francisco, CA

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