Randall
Dunn
Nfp Retirement Inc
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About this Advisor
Randall Dunn is a financial advisor operating in Euless, Texas. Dunn works at Nfp Retirement Inc. Throughout their career, Dunn has worked at Fidelity Brokerage Services LLC and Nfp Retirement, Inc. Dunn maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in California and Texas. Nfp Retirement Inc is a financial advisory company based out of Aliso Viejo, CA. The investment advisory business has offices in 26 locations and a total of 251 employees. It administers $75 billion in assets among its 5,162 client accounts, placing it among the largest firms in the nation by assets under management. Of its 5,162 accounts, 17% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company offers a diverse array of services, including 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 usually are based on which services the firm provides the client. Fees billed 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
Randall Dunn Work History
Randall has been registered as a financial advisor for 0 years.*
Nfp Retirement, Inc
Fidelity Brokerage Services LLC
*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 Randall Dunn 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
Charlotte, NC
Aliso Viejo, CA
Collegeville, PA
Kennebunk, ME
Euless, TX
Aliso Viejo, CA
Ellicott City, MD
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.
