Lynn Mccaffery

Newfront Retirement Services, INC.

4 Years of Experience

View SEC Summary

Areas of Practice

Retirement Planning

Newfront Retirement Services, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

63 clients

Average Client Portfolio

$10.3M average

Assets Under Management

$649.3M

Fee Structure

Financial Planning:Investment management only

Location

777 Mariners Island Blvd, Suite 250, San Mateo, CA, 94404

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Newfront Retirement Services, INC.

August 2021 - Present · 4 yrs 6 mos

Previous Registrations

Abd Retirement Services, INC.Broker

June 2021 - August 2021 · 2 mos

State Registrations4 states

CANYTNVA

Advisor

Exams

No exam information available for this advisor.