Timothy
Archard
Nfp Retirement Inc
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About this Advisor
Timothy Archard is a financial advisor based in Beachwood, Ohio, with 2 years of industry experience. Archard is on the advisory team at Nfp Retirement Inc. Their career trajectory has included roles at Mass Mutual, American Funds, Capital Group Companies, Citizens Securities and Nfp Retirement, Inc. Archard holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Ohio. Nfp Retirement Inc is an advisory company based out of Aliso Viejo, CA. The company has offices in 26 locations and a total of 251 financial advisors. It manages $75 billion in total assets between its 5,162 accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 5,162 client accounts, 17% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm has a broad assortment 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 charged by financial advisors depend on which service is offered. However, fees charged by Nfp Retirement Inc likely include 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
Timothy Archard Work History
Timothy has been registered as a financial advisor for 2 years.*
Nfp Retirement, Inc
American Funds
American Funds
American Funds
Capital Group Companies
Citizens Securities
Mass Mutual
*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 Timothy Archard 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
Euless, TX
Charlotte, NC
Collegeville, PA
Aliso Viejo, CA
Ellicott City, MD
Aliso Viejo, CA
Kennebunk, ME
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.
