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Geoffrey Vincent Keeling

NFP RETIREMENT INC.·ALISO VIEJO, California
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120 VANTIS, ALISO VIEJO, CA 92656CRD# 2644071Firm CRD# 121254
01

About

Geoffrey Vincent Keeling is a registered financial advisor based in ALISO VIEJO, California, affiliated with NFP RETIREMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NFP RETIREMENT INC.
NFP RETIREMENT INC.
AUM
$96.5B
Regulatory assets under management
Employees
219
Total firm employees
View all advisors at NFP RETIREMENT INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2644071
Firm CRD# 121254
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Geoffrey Vincent Keeling offer?
Geoffrey Vincent Keeling specializes in Financial Planning, Investment Management. Contact their office in ALISO VIEJO, California for a consultation.
What are Geoffrey Vincent Keeling's credentials?
Geoffrey Vincent Keeling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Geoffrey Vincent Keeling located?
Geoffrey Vincent Keeling is based in ALISO VIEJO, California, working with NFP RETIREMENT INC.. Their office serves clients in the ALISO VIEJO metropolitan area and surrounding communities.
How does Geoffrey Vincent Keeling charge for services?
Geoffrey Vincent Keeling's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NFP RETIREMENT INC.?
NFP RETIREMENT INC. has approximately 219 employees and manages $96.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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