William
Karlin
Nfp Retirement Inc
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About this Advisor
William Karlin is a financial advisor based in Bethesda, Maryland, working with Nfp Retirement Inc. William has previously held positions at Nfp Securities, Kestra Financial Services, Inc, and Nfp Retirement. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, William is part of Nfp Retirement Inc, which operates out of Bethesda, Maryland. 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
William Karlin Work History
Nfp Retirement
Kestra Financial Services, Inc
Nfp Securities
Disclosures
Please visit the SEC profile of William Karlin 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
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
Denver, CO
Aliso Viejo, CA
Beachwood, OH
Aliso Viejo, CA
Houston, TX
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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.
