Timothy
Archard
Nfp Retirement Inc
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About this Advisor
Timothy Archard is a financial advisor based in Aliso Viejo, California, working with Nfp Retirement Inc. Timothy has previously held positions at American Funds, Capital Group Companies, Citizens Securities, and Nfp Retirement, Inc. Timothy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Ohio, and Rhode Island. Currently, Timothy is part of Nfp Retirement Inc, which operates out of Aliso Viejo, California. The firm has 26 offices and 219 employees. The firm manages assets totaling $96.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Nfp Retirement Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Nfp Retirement Inc Brokerage Details
$96,454,495,427
219
5,514
$17,492,654
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Timothy Archard Work History
Nfp Retirement, Inc
American Funds
American Funds
American Funds
Capital Group Companies
Citizens Securities
Disclosures
Please visit the SEC profile of Timothy Archard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
