Gary Nedeau, financial advisor Chino CA
93 score

Gary Nedeau

CRD Number: 1371483
Current Firm: Financial West Group

Gary Nedeau (CRD# 1371483) is an Investment Advisor Representative working at Financial West Group in Chino, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Financial West Group Westlake Village, CA Feb 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1991
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for Gary M. Nedeau
Phone Number: 805-497-9222
Firm Website: http://www.fwg.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    556
    MILLIONS
  • Total Number of Accounts
    2,900
    ACCOUNTS
  • Average Account Value
    $191,724
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AZ, CA, CO, CT, FL, GA, IA, IL, KS, MA, MI, MN, MO, NE, NH, NV, NY, OK, OR, PA, SD, TX, UT, VA, VT, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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