Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Edmonds is a registered investment advisor representative with NFP Retirement Inc. Allison has been in the industry since September 2012 and has held previous positions with Kestra Financial and NFP. Allison is licensed in Maryland. Allison Edmonds specializes in Financial Planning, Pension Consulting, Selection of other advisors, and Portfolio management for Individuals. NFP Retirement Inc. is a registered investment advisor with headquarters in Aliso Viejo, CA and provides various investment advisory services for individuals, high-net-worth individuals, corporations, and pension plans. The firm manages over $96 billion in assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
12/11/2023 - Present
NFP Retirement Inc. (Bethesda MD)
IA
Issued 10/31/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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