Gary
Shuford

Nfp Retirement Inc

CRD#4596981
Investment Advisor
in Charlotte, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Gary Shuford is a financial advisor based in Charlotte, North Carolina, working with Nfp Retirement Inc. Gary has previously held positions at Kestra Advisory Services, LLC, Kestra Investment Services, LLC, Nfp Retirement, Inc, and Nfp Securities, Inc. Gary has passed the Series 66 regulatory exam and is registered to provide services in Georgia, North Carolina, South Carolina, and Wisconsin. Currently, Gary is part of Nfp Retirement Inc, which operates out of Charlotte, North Carolina. The firm has 26 offices and 219 employees. The firm manages assets totaling $96.5 billion and serves a variety of clients, including high-net-worth individuals. 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

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1901 Roxborough Road Suite 300
Charlotte, NC 28211

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Nfp Retirement Inc Brokerage Details

Total Assets Under Management

$96,454,495,427

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

219

NC Average: 43
Total Number of Accounts

5,514

NC Average: 3,727
Average Account Size

$17,492,654

NC Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Gary Shuford Work History

2023 - Present (1 year)

Nfp Retirement, Inc

2012 - Present (12 years)

Kestra Investment Services, LLC

2016 - 2023 (7 years)

Kestra Advisory Services, LLC

2012 - 2016 (4 years)

Nfp Securities, Inc

Disclosures

Please visit the SEC profile of Gary Shuford 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

Kristen Echols
Denver, CO
Steven Festler
Aliso Viejo, CA
Geoffrey Keeling
Aliso Viejo, CA
Zachary Hull
Aliso Viejo, CA
Faron Miller
Aliso Viejo, CA
Solomon Stewart
Aliso Viejo, CA
Daniel Bystrom
Aliso Viejo, CA
Daniel Kallus
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started