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Marcel James Dupre

NFP Retirement Inc.

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About Marcel James Dupre

Marcel James Dupre is a financial professional with over 20 years of experience in the industry. Marcel is currently registered with NFP Retirement Inc. in Louisiana and California. NFP Retirement Inc. is a financial services firm that provides retirement planning, investment management, and other financial services to individuals, businesses, and institutions. Prior to joining NFP Retirement Inc., Marcel worked with a variety of firms, including SUNAMERICA SECURITIES, INC., LONDON PACIFIC SECURITIES, INC., and UNITED VARIABLE SERVICES, INC. Marcel holds various industry licenses and designations, including Series 6, 7, 24, 26, 63, and 66.

Firm Information

Marcel Dupre 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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Marcel Dupre’s Registration & Firm History

CA

04/21/2017 - Present

NFP Retirement Inc. (ALISO VIEJO CA)

AZ

05/02/2002 - 03/22/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

CA

08/25/1997 - 05/03/2002

LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)

PA

10/08/1996 - 03/21/1997

UNITED VARIABLE SERVICES, INC. (WEST CHESTER PA)

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Licenses & Designations

BOTH

Issued 08/01/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/08/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/26/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/23/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/19/1997

Series 7 - General Securities Representative Examination

BC

Issued 10/04/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marcel James Dupre.
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