NAPA Leadership Council Nomination Form

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Name *

Company *

Business Address *

City *

State *

Zip Code *

Email *

Name

Company

Business Address

City

State

Zip Code

Name *

Company *

Business Address *

Email *

City *

State *

Zip Code *

Broker-Dealer or RIA Affiliation *

What year did the nominee start servicing retirement plans? *

What year did the nominee start in the financial services industry? *

What percentage of the nominee’s financial services business is retirement plan business? *

Number of retirement plans advised *

Assets under management in retirement plans, including IRAs: *

Number of participants nominee advises: *

Number of plan sponsors nominee advises: *

Nominee’s retirement plan compensation model: *

Fee Only

Commission Only

Hybrid

Please state why you feel this individual qualifies for consideration for a seat on NAPA’s Leadership Council: *

Other Comments:

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