Lynn
Mccaffery
Newfront Retirement Services, Inc
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About this Advisor
Lynn Mccaffery is a financial advisor who works out of Liverpool, New York with a total of 2 years of industry experience. Mccaffery is on the advisory team at Newfront Retirement Services, Inc. The advisor has gained experience at Axa Equitable, Equitable, Abd Retirement Services, Inc and Abd Insurance And Financial Services. Mccaffery maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in New York. Newfront Retirement Services, Inc is a company that has its headquarters in San Francisco, CA. The firm has offices in 16 locations and a total of 27 people on staff. It manages $225 million in assets under management between its 24 accounts, making it one of the mid-sized firms in the country by assets under management. The company provides pension consulting services. Financial management fee schedules typically vary depending on which services are offered. Fee types charged by Newfront Retirement Services, Inc can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Newfront Retirement Services, Inc Brokerage Details
$225,317,067
27
24
$9,388,211
Investment Advisory Services
- Pension consulting services
Lynn Mccaffery Work History
Lynn has been registered as a financial advisor for 2 years.*
Abd Retirement Services, Inc
Abd Retirement Services, Inc
Abd Insurance And Financial Services
Equitable
Axa Equitable
*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 Lynn Mccaffery 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
San Francisco, CA
Sacramento, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
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