linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Allison Flink

NFP Retirement Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Allison? Claim Your Profile

About Allison Flink

Allison Flink is an Investment Advisor Representative with NFP Retirement Inc. Allison is a registered Investment Advisor in California and Texas. Allison has been in the financial services industry for over 18 years.

Firm Information

Allison Flink is currently registered with NFP Retirement Inc.. NFP Retirement Inc. is an investment advisor headquartered in Aliso Viejo, CA. With over 130 investment advisor representatives, NFP Retirement Inc. provides investment advisory services to a variety of clients, including individuals, businesses, and pension and profit-sharing plans. The firm has over $96 billion in regulatory assets under management. NFP Retirement Inc. offers financial planning, pension consulting, and portfolio management services. They also provide research reports on 401(k) plans and diligence on investment lineups.
NFP Retirement Inc.

120 VANTIS

ALISO VIEJO, CA 92656

$96.45B

Assets Under Management

30

Total Clients

126

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

research reports on 401(k) plans / diligence on investment lineups

Research reports on 401(k) plans / diligence on investment lineups

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Allison Flink’s Registration & Firm History

CA

08/20/2014 - Present

NFP Retirement Inc. (ALISO VIEJO CA)

CA

08/12/2014 - 04/02/2018

KESTRA INVESTMENT SERVICES, LLC (Aliso Viejo CA)

TX

07/11/2013 - 08/13/2014

WFG INVESTMENTS, INC. (SAN ANTONIO TX)

TX

10/22/2010 - 12/21/2012

NFP SECURITIES, INC. (AUSTIN TX)

TX

11/13/2009 - 10/25/2010

NRP FINANCIAL, INC. (SAN ANTONIO TX)

TX

11/21/2008 - 11/25/2009

LPL FINANCIAL CORPORATION (SAN ANTONIO TX)

TX

06/08/2004 - 10/20/2008

ING FINANCIAL ADVISERS, LLC (ADDISON TX)

CT

03/21/2001 - 05/28/2004

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

Not sure if Allison Flink is right for you?

Licenses & Designations

IA

Issued 10/01/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/20/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/20/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Allison Flink.
Not sure if Allison Flink is right for you?