NFP Securities, Inc.
Industry: Company
DescriptionHeadquarters: Austin, TX Parent organization: NFP
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NFP Securities, Inc. Employees
Employee
Years
Job
Industry
Mark A. Orlinsky, MBA Mark A. Orlinsky, MBA's NFP Securities, Inc. Experience May 2005 - December 2006
Job Financial Planner with 16+ years of experience
Industry Financial Services
Experience
Investors Capital Corporation December 2006 - Present
NFP Securities, Inc. May 2005 - December 2006
J. Alden Assoc., Inc October 2004 - May 2005
US Allianz Securities, Inc. April 2003 - October 2004
Investacorp, Inc. December 2000 - March 2003
Jefferson Pilot Securities Corporation December 1999 - December 2000
Prime Capital Services Inc. October 1999 - December 1999
Mutual Service Corporation November 1998 - September 1999
Skills
Personal Financial..., Retirement Planning, Financial Services, Insurance, Variable Annuities, Fixed Annuities, Bonds, Securities, Financial Advisory, Investment Advisory, Mutual Funds, Wealth Management, Asset Allocation, Investment Strategies, REIT, Stockbroking, Business Development..., Term Life Insurance, Universal Life, Series 6, Series 63, Variable Life
Education
Nova Southeastern University 2009 — 2011
Master of Business Administration (MBA)
Institute of Business and Finance 2000 — 2000
Certified Estate and Trust Specialist
Drexel University 1981 — 1985
Bachelor of Science (BS), Finance, General
Investors Capital Corporation December 2006 - Present
NFP Securities, Inc. May 2005 - December 2006
J. Alden Assoc., Inc October 2004 - May 2005
US Allianz Securities, Inc. April 2003 - October 2004
Investacorp, Inc. December 2000 - March 2003
Jefferson Pilot Securities Corporation December 1999 - December 2000
Prime Capital Services Inc. October 1999 - December 1999
Mutual Service Corporation November 1998 - September 1999
Skills
Personal Financial..., Retirement Planning, Financial Services, Insurance, Variable Annuities, Fixed Annuities, Bonds, Securities, Financial Advisory, Investment Advisory, Mutual Funds, Wealth Management, Asset Allocation, Investment Strategies, REIT, Stockbroking, Business Development..., Term Life Insurance, Universal Life, Series 6, Series 63, Variable Life
Education
Nova Southeastern University 2009 — 2011
Master of Business Administration (MBA)
Institute of Business and Finance 2000 — 2000
Certified Estate and Trust Specialist
Drexel University 1981 — 1985
Bachelor of Science (BS), Finance, General
Thomas J. Knight, CFP®'s NFP Securities, Inc. Experience March 2007 - June 2009
Job Chief Operating Officer at Ipsen & Associates
Industry Financial Services
Experience
Ipsen & Associates July 2015 - Present
Legacy Capital Group November 2012 - May 2015
NFP Advisor Services Group July 2010 - November 2012
NFP Securities June 2009 - July 2010
NFP Securities, Inc. March 2007 - June 2009
NFP Securities March 2006 - March 2007
NFP Securities August 2004 - March 2006
Skills
Consultative Selling, Process Development, New Business Development, Management, Sales, Financial Services, Series 7, Selling, Recruiting, Fixed Income, Email Marketing, Process Simulation, Series 63, Business Development, Strategy, Employee Benefits, Financial Planners, Consulting, Training, Insurance
Education
The University of Texas at Austin 1999 — 2004
BA, Economics, Philosophy
Copperas Cove High School 1996 — 1999
Ipsen & Associates July 2015 - Present
Legacy Capital Group November 2012 - May 2015
NFP Advisor Services Group July 2010 - November 2012
NFP Securities June 2009 - July 2010
NFP Securities, Inc. March 2007 - June 2009
NFP Securities March 2006 - March 2007
NFP Securities August 2004 - March 2006
Skills
Consultative Selling, Process Development, New Business Development, Management, Sales, Financial Services, Series 7, Selling, Recruiting, Fixed Income, Email Marketing, Process Simulation, Series 63, Business Development, Strategy, Employee Benefits, Financial Planners, Consulting, Training, Insurance
Education
The University of Texas at Austin 1999 — 2004
BA, Economics, Philosophy
Copperas Cove High School 1996 — 1999
David Fenelon David Fenelon's NFP Securities, Inc. Experience May 2012 - Present
Job Regional Retirement Consultant at Gallagher Retirement Services
Industry Financial Services
Experience
NFP Securities, Inc. May 2012 - Present
Gallagher Retirement Services January 2012 - Present
Capital Bauer Financial Services 2005 - January 2012
UHY Advisors June 2001 - March 2005
CAP COM Financial Services 1989 - 2001
Skills
Retirement Planning, Retirement, Securities
Education
Siena College 1981 — 1983
BS, Finance
NFP Securities, Inc. May 2012 - Present
Gallagher Retirement Services January 2012 - Present
Capital Bauer Financial Services 2005 - January 2012
UHY Advisors June 2001 - March 2005
CAP COM Financial Services 1989 - 2001
Skills
Retirement Planning, Retirement, Securities
Education
Siena College 1981 — 1983
BS, Finance
Edward Rusowicz Edward Rusowicz's NFP Securities, Inc. Experience 2005 - Present
Job Wealth Manager / CFP® Practitioner
Industry Investment Management
Experience
NFP Securities, Inc. 2005 - Present
Merrill Lynch, Pierce, Fenner & Smith, Inc. September 1998 - October 2002
A&M Records, Inc. January 1994 - December 1998
Education
New York Institute of Technology 2005 — 2007
MBA, Strategy & Economics; Project Management
Rensselaer Polytechnic Institute 1987 — 1991
Bachelor of Science, Industrial/Management Engineering
NFP Securities, Inc. 2005 - Present
Merrill Lynch, Pierce, Fenner & Smith, Inc. September 1998 - October 2002
A&M Records, Inc. January 1994 - December 1998
Education
New York Institute of Technology 2005 — 2007
MBA, Strategy & Economics; Project Management
Rensselaer Polytechnic Institute 1987 — 1991
Bachelor of Science, Industrial/Management Engineering
Clair Crossland Clair Crossland's NFP Securities, Inc. Experience December 2004 - March 2010
Job Registered Investment Advisor at LFS RIA, LLC. Owner, Lifetime Financial Strategies
Industry Financial Services
Experience
Lifetime Financial Strategies April 2010 - Present
NFP Securities, Inc. December 2004 - March 2010
Skills
Retirement, Series 24, Investments, Fixed Annuities, Financial Services, Qualified Retirement..., 401k, Portfolio Management, Wealth Management, Financial Planners, Retirement Planning, Securities, Wealth, Pensions, Life Insurance, Strategic Financial..., 401k Rollovers, Long-term Care, Equities, Alternative Investments, Mutual Funds, Insurance, IRAs, Investment Advisory, Wealth Management..., Asset Allocation, ETFs, Asset Management, Wealth Accumulation, Disability Insurance, Long Term Care Insurance, Fixed Income, Investment Strategies, Term Life Insurance, High Net Worth..., Investment Management, Estate Planning, Financial Advisory
Education
Southern Methodist University 1968 — 1972
BBA, Investments, economics, German
Lifetime Financial Strategies April 2010 - Present
NFP Securities, Inc. December 2004 - March 2010
Skills
Retirement, Series 24, Investments, Fixed Annuities, Financial Services, Qualified Retirement..., 401k, Portfolio Management, Wealth Management, Financial Planners, Retirement Planning, Securities, Wealth, Pensions, Life Insurance, Strategic Financial..., 401k Rollovers, Long-term Care, Equities, Alternative Investments, Mutual Funds, Insurance, IRAs, Investment Advisory, Wealth Management..., Asset Allocation, ETFs, Asset Management, Wealth Accumulation, Disability Insurance, Long Term Care Insurance, Fixed Income, Investment Strategies, Term Life Insurance, High Net Worth..., Investment Management, Estate Planning, Financial Advisory
Education
Southern Methodist University 1968 — 1972
BBA, Investments, economics, German
Chip Slaughter, III Chip Slaughter, III's NFP Securities, Inc. Experience April 2005 - Present
Job Independent Financial Advisor at Executive Financial, LLC
Industry Financial Services
Experience
North Carolina Physicians' Retirement Strategy January 2008 - Present
Executive Financial, LLC April 2005 - Present
NFP Securities, Inc. April 2005 - Present
Principal Financial Group April 1995 - April 2005
Bank of America January 1989 - April 1995
Skills
Private Wealth..., Wealth Preservation..., Asset Protection..., Estate Planning, Life Insurance, Wealth Management..., Retirement, Retirement Planning, Tax, Long-term Care, Financial Advisory, Lifetime Tax Reduction, Life/Disability..., BOLI/COLI Planning, IRAs, Financial Services, Employee Benefits, Small Business, Wealth, 401k, Securities, Investments, Mutual Funds, Wealth Management, Investment Advisory, Series 63, Fixed Annuities, Asset Allocation, Strategic Financial..., Financial Planning
Education
University of North Carolina at Greensboro 1988 — 1992
Bachelor of Science (BS), Economics/Psychology
East Carolina University 1985 — 1987
Western Guilford High School, Greensboro, NC 1982 — 1985
High School
North Carolina Physicians' Retirement Strategy January 2008 - Present
Executive Financial, LLC April 2005 - Present
NFP Securities, Inc. April 2005 - Present
Principal Financial Group April 1995 - April 2005
Bank of America January 1989 - April 1995
Skills
Private Wealth..., Wealth Preservation..., Asset Protection..., Estate Planning, Life Insurance, Wealth Management..., Retirement, Retirement Planning, Tax, Long-term Care, Financial Advisory, Lifetime Tax Reduction, Life/Disability..., BOLI/COLI Planning, IRAs, Financial Services, Employee Benefits, Small Business, Wealth, 401k, Securities, Investments, Mutual Funds, Wealth Management, Investment Advisory, Series 63, Fixed Annuities, Asset Allocation, Strategic Financial..., Financial Planning
Education
University of North Carolina at Greensboro 1988 — 1992
Bachelor of Science (BS), Economics/Psychology
East Carolina University 1985 — 1987
Western Guilford High School, Greensboro, NC 1982 — 1985
High School
Karin Mastervich, IACCP Karin Mastervich, IACCP's NFP Securities, Inc. Experience January 2005 - January 2007
Job Owner / Managing Member at Vosco Moving Austin
Industry Financial Services
Experience
Vosco Moving Austin May 2014 - Present
One Advocate Group February 2014 - October 2014
Lifetime Strategies Group January 2014 - February 2014
Vosco Moving Austin 2014 - 2014
Red Oak Compliance Solutions October 2010 - November 2013
NFP Securities July 2008 - October 2009
NFP Securities January 2008 - July 2008
NFP January 2007 - December 2007
NFP Securities, Inc. January 2005 - January 2007
NFP Securities 2002 - December 2004
Skills
FINRA, Series 7, Securities, Series 24, Compliance, Registered Investment..., Wealth Management, Series 63, Investment Advisory, Risk Management, Banking, AML, Mutual Funds, Alternative Investments
Education
Texas State University 1997 — 1999
University of Hawaii at Manoa 1996 — 1997
The American College
Chartered Financial Consultant Designation Program
Vosco Moving Austin May 2014 - Present
One Advocate Group February 2014 - October 2014
Lifetime Strategies Group January 2014 - February 2014
Vosco Moving Austin 2014 - 2014
Red Oak Compliance Solutions October 2010 - November 2013
NFP Securities July 2008 - October 2009
NFP Securities January 2008 - July 2008
NFP January 2007 - December 2007
NFP Securities, Inc. January 2005 - January 2007
NFP Securities 2002 - December 2004
Skills
FINRA, Series 7, Securities, Series 24, Compliance, Registered Investment..., Wealth Management, Series 63, Investment Advisory, Risk Management, Banking, AML, Mutual Funds, Alternative Investments
Education
Texas State University 1997 — 1999
University of Hawaii at Manoa 1996 — 1997
The American College
Chartered Financial Consultant Designation Program
Hugo Lopez, QKA Hugo Lopez, QKA's NFP Securities, Inc. Experience July 2010 - November 2011
Job Wealth Advisor at Seaside Financial & Insurance Services
Industry Financial Services
Experience
Seaside Financial & Insurance Services November 2011 - Present
NFP Securities, Inc. July 2010 - November 2011
Innovative Pension Strategies, Inc. August 2002 - June 2010
Skills
Investment Advisory, Insurance - Life,..., Corporate Retirement..., Pensions, Disability Insurance, Life Insurance, Retirement Planning, Investments, 401k, Insurance, Retirement, Securities, Finance, Investment Management, Financial Planners, Wealth Management, Financial Services, Series 6, Asset Allocation, Investment Strategies
Education
San Diego State University-California State University
B.A., Economics
Seaside Financial & Insurance Services November 2011 - Present
NFP Securities, Inc. July 2010 - November 2011
Innovative Pension Strategies, Inc. August 2002 - June 2010
Skills
Investment Advisory, Insurance - Life,..., Corporate Retirement..., Pensions, Disability Insurance, Life Insurance, Retirement Planning, Investments, 401k, Insurance, Retirement, Securities, Finance, Investment Management, Financial Planners, Wealth Management, Financial Services, Series 6, Asset Allocation, Investment Strategies
Education
San Diego State University-California State University
B.A., Economics
Kathy McGuire (Standridge) CFP® Kathy McGuire (Standridge) CFP®'s NFP Securities, Inc. Experience March 2006 - 2008
Job Serving Shreveport Bossier, LA & Austin, TX
Industry Financial Services
Experience
Thornhill Securities, Inc June 2015 - Present
Independent Financial Advisor March 1993 - Present
Kilpatrick Financial, Inc. 2009 - January 2013
Kilpatrick Life Insurance Company 2009 - January 2013
NFP Securities, Inc. March 2006 - 2008
National Financial Partners 2005 - 2008
NFP 2005 - 2008
Resource Financial Group 2001 - 2005
H.D. Vest Financial Services September 1989 - January 2001
H.D. Vest Financial Services 1989 - 2001
Skills
Advertising, Alternative Investments, Asset Allocation, FINRA, Finance, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Investment Advisory, Investments, Management, Marketing, Mutual Funds, Relationship Management, Retirement, Retirement Planning, Securities, Series 24, Series 63, Series 7, Strategic Planning, Wealth Management
Education
University of Central Arkansas 1984 — 1988
BBA, Management
McClellan High School 1982 — 1984
HS Dimploma
Thornhill Securities, Inc June 2015 - Present
Independent Financial Advisor March 1993 - Present
Kilpatrick Financial, Inc. 2009 - January 2013
Kilpatrick Life Insurance Company 2009 - January 2013
NFP Securities, Inc. March 2006 - 2008
National Financial Partners 2005 - 2008
NFP 2005 - 2008
Resource Financial Group 2001 - 2005
H.D. Vest Financial Services September 1989 - January 2001
H.D. Vest Financial Services 1989 - 2001
Skills
Advertising, Alternative Investments, Asset Allocation, FINRA, Finance, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Investment Advisory, Investments, Management, Marketing, Mutual Funds, Relationship Management, Retirement, Retirement Planning, Securities, Series 24, Series 63, Series 7, Strategic Planning, Wealth Management
Education
University of Central Arkansas 1984 — 1988
BBA, Management
McClellan High School 1982 — 1984
HS Dimploma
Kurt Morales's NFP Securities, Inc. Experience 2001 - 2005
Job CPA
Industry Financial Services
Experience
Self Employed 2013 - Present
AF Holdings, Inc. and AFAM Capital, Inc. 2010 - 2013
Tejas, Inc. and Tejas Securities Group, Inc. 2006 - 2009
NFP Securities, Inc. 2001 - 2005
Tejas Securities Group, Inc. 1999 - 2001
The Anderson Group 1998 - 1999
KPMG US 1996 - 1998
U.S. Army 1982 - 1989
Skills
Securities, FINRA, Risk Management, Asset Managment, Financial Analysis, Investments, Auditing, Executive Management, Human Resources, Management Of Direct..., Consulting, Portfolio Management, Equities, Asset Management, Mutual Funds, Strategic Financial..., Alternative Investments, Financial Services, Finance, Bloomberg, Hedge Funds
Education
The University of Texas at Austin 1992 — 1996
Master in Professional Accounting (MPA), Accounting and Business/Management
The University of Texas at Austin 1992 — 1996
Bachelor of Business Administration (BBA), Accounting and Business/Management
Self Employed 2013 - Present
AF Holdings, Inc. and AFAM Capital, Inc. 2010 - 2013
Tejas, Inc. and Tejas Securities Group, Inc. 2006 - 2009
NFP Securities, Inc. 2001 - 2005
Tejas Securities Group, Inc. 1999 - 2001
The Anderson Group 1998 - 1999
KPMG US 1996 - 1998
U.S. Army 1982 - 1989
Skills
Securities, FINRA, Risk Management, Asset Managment, Financial Analysis, Investments, Auditing, Executive Management, Human Resources, Management Of Direct..., Consulting, Portfolio Management, Equities, Asset Management, Mutual Funds, Strategic Financial..., Alternative Investments, Financial Services, Finance, Bloomberg, Hedge Funds
Education
The University of Texas at Austin 1992 — 1996
Master in Professional Accounting (MPA), Accounting and Business/Management
The University of Texas at Austin 1992 — 1996
Bachelor of Business Administration (BBA), Accounting and Business/Management
Norma Anderson's NFP Securities, Inc. Experience March 2008 - October 2008
Job Associate Professor Ivy Tech Community College
Industry Higher Education
Experience
Indiana Wesleyan University September 2009 - Present
Ivy Tech Community College July 2009 - Present
NFP Securities, INC. March 2008 - October 2008
OneAmerica December 2002 - December 2007
OneAmerica January 2001 - December 2002
AUL September 1999 - February 2001
Skills
Event Planning, Coaching, Teaching, Planning, Problem Solving, Project Planning, Training, Leadership, Management, Strategy, Team Leadership, Leadership Development, Marketing, Team Building, Customer Service, New Business Development, Program Management, Cross-functional Team..., Budgets, Public Speaking, Organizational..., Staff Development, Sales, Higher Education, Marketing Communications, Fundraising, Nonprofits, Recruiting, Research, Community Outreach, Instructional Design, Adult Education, Strategic Planning, Student Affairs
Education
Indiana Wesleyan University 2001 — 2003
Masters, Business Management
Indiana Wesleyan University 1999 — 2001
Bachelor, Business management
Indiana Wesleyan University September 2009 - Present
Ivy Tech Community College July 2009 - Present
NFP Securities, INC. March 2008 - October 2008
OneAmerica December 2002 - December 2007
OneAmerica January 2001 - December 2002
AUL September 1999 - February 2001
Skills
Event Planning, Coaching, Teaching, Planning, Problem Solving, Project Planning, Training, Leadership, Management, Strategy, Team Leadership, Leadership Development, Marketing, Team Building, Customer Service, New Business Development, Program Management, Cross-functional Team..., Budgets, Public Speaking, Organizational..., Staff Development, Sales, Higher Education, Marketing Communications, Fundraising, Nonprofits, Recruiting, Research, Community Outreach, Instructional Design, Adult Education, Strategic Planning, Student Affairs
Education
Indiana Wesleyan University 2001 — 2003
Masters, Business Management
Indiana Wesleyan University 1999 — 2001
Bachelor, Business management
Garry Shaw's NFP Securities, Inc. Experience February 2008 - 2008
Job Fixed Income Trader at NFP Securities
Industry Financial Services
Experience
NFP Securities February 2008 - Present
NFP Securities, Inc. February 2008 - 2008
Thomas Group Capital, LLC October 2005 - December 2007
Raymond James September 1997 - October 2002
Simmons National Bank 1994 - 1997
Vining Sparks 1990 - 1994
Education
University of Arkansas 1971 — 1972
accounting
University of Central Arkansas 1965 — 1969
BSE, Mathmatics
NFP Securities February 2008 - Present
NFP Securities, Inc. February 2008 - 2008
Thomas Group Capital, LLC October 2005 - December 2007
Raymond James September 1997 - October 2002
Simmons National Bank 1994 - 1997
Vining Sparks 1990 - 1994
Education
University of Arkansas 1971 — 1972
accounting
University of Central Arkansas 1965 — 1969
BSE, Mathmatics
Charlie Potter, CLU®, ChFC®, AEP®, RFC®, CLTC's NFP Securities, Inc. Experience June 1998 - Present
Job President at The Potter Financial Group
Industry Financial Services
Experience
Potter Financial Group 1985 - Present
NFP Securities, Inc. June 1998 - Present
Fusion Advisor Network 2008 - Present
Skills
Financial Planners, Long Term Care Insurance, Disability Insurance, Life Insurance, Estate Planning, Retirement Planning, Wealth Management, Insurance Planning, Investments, Business Planning, Strategic Planning, Management, Finance
Education
Saint Peter's University 1963 — 1966
BS, Business
Potter Financial Group 1985 - Present
NFP Securities, Inc. June 1998 - Present
Fusion Advisor Network 2008 - Present
Skills
Financial Planners, Long Term Care Insurance, Disability Insurance, Life Insurance, Estate Planning, Retirement Planning, Wealth Management, Insurance Planning, Investments, Business Planning, Strategic Planning, Management, Finance
Education
Saint Peter's University 1963 — 1966
BS, Business
Justin Leighton Groll's NFP Securities, Inc. Experience January 2006 - April 2008
Job Financial Analyst at Texas Bond Review Board
Industry Government Administration
Experience
Texas Bond Review Board July 2008 - Present
NFP Securities, Inc. January 2006 - April 2008
NFP Securities, Inc. May 2004 - December 2005
Jackson Hewitt Tax Service January 2004 - April 2004
Skills
Process Improvement, Securities, Risk Management, Investments, Equities, Finance, Series 7, Analysis
Education
St. Edward's University 2008 — 2010
Master, Finance GPA 4.0
Texas State University 2000 — 2003
Bachelor, Finance
Texas Bond Review Board July 2008 - Present
NFP Securities, Inc. January 2006 - April 2008
NFP Securities, Inc. May 2004 - December 2005
Jackson Hewitt Tax Service January 2004 - April 2004
Skills
Process Improvement, Securities, Risk Management, Investments, Equities, Finance, Series 7, Analysis
Education
St. Edward's University 2008 — 2010
Master, Finance GPA 4.0
Texas State University 2000 — 2003
Bachelor, Finance
Mari Castillo's NFP Securities, Inc. Experience June 2004 - July 2010
Job Investment Specialist at TCDRS
Industry Financial Services
Experience
TCDRS August 2010 - Present
NFP Securities, Inc. June 2004 - July 2010
AIM Investments May 1999 - November 2003
Skills
Series 24, FINRA, Risk Management, Securities, AML, Series 7, Uniform Combined State..., Series 63, Investment Company Act, Mutual Funds, Investment Advisory, Investment Advisers Act
Education
Southwest Texas State University 1994 — 1999
Bachelor of Science (B.S.), Biology, General
TCDRS August 2010 - Present
NFP Securities, Inc. June 2004 - July 2010
AIM Investments May 1999 - November 2003
Skills
Series 24, FINRA, Risk Management, Securities, AML, Series 7, Uniform Combined State..., Series 63, Investment Company Act, Mutual Funds, Investment Advisory, Investment Advisers Act
Education
Southwest Texas State University 1994 — 1999
Bachelor of Science (B.S.), Biology, General
Betsy Wentworth's NFP Securities, Inc. Experience January 2003 - Present
Job CFP at NFP Securities, Inc.
Industry Financial Services
Experience
NFP Securities, Inc. January 2003 - Present
Education
The George Washington University 1971 — 1973
MBA-Finance & Investments
NFP Securities, Inc. January 2003 - Present
Education
The George Washington University 1971 — 1973
MBA-Finance & Investments
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