Eric Bond (CRD# 2979826) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Long Beach, CA and has over 26 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 5781614
Awm Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nwf Advisory Services Inc. | Long Beach, CA | Mar 2022 - Current | 2 |
| Royal Alliance Associates, Inc. | Long Beach, CA | Mar 2022 - Current | 2 |
| Lpl Financial LLC | Long Beach, CA | Nov 2017 - Mar 2022 | 4 |
| National Planning Corporation | Long Beach, CA | Jun 1999 - Nov 2017 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1998 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management3,713MILLIONS
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Total Number of Accounts6,555ACCOUNTS
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Average Account Value$566,489
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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