Evan
Kassimir
Nfp Retirement Inc
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About this Advisor
Evan Kassimir is a certified financial planner who works in New York, New York with a total of 1 year of relevant experience. Kassimir is currently employed by Nfp Retirement Inc. Over the course of their career, Kassimir has held roles at Improved Funding Techniques, Hornor Townsend & Kent Inc, Penn Mutual Life Ins Co and Nfp Retirement, Inc. Kassimir has a Series 63 license, designating them as a securities broker, and is approved to advise clients in New York. Nfp Retirement Inc is a registered investment firm operating out of Aliso Viejo, CA. It has offices in 26 locations and a total of 251 advisors. It administers $75 billion in assets under management across its 5,162 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 5,162 accounts, 17% belong to high-net-worth clients who have at least $1 million in investable assets. Nfp Retirement Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial management depend on the financial services offered. Fees billed by Nfp Retirement Inc may include any combination 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
Evan Kassimir Work History
Evan has been registered as a financial advisor for 1 years.*
Nfp Retirement, Inc
Improved Funding Techniques
Hornor Townsend & Kent Inc
Penn Mutual Life Ins Co
*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 Evan Kassimir 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
Kennebunk, ME
Aliso Viejo, CA
Collegeville, PA
Ellicott City, MD
Charlotte, NC
Euless, TX
Aliso Viejo, CA
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.
