Heather Scully (CRD# 2605292) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Los Angeles, CA and has over 28 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nwf Advisory Services Inc. | Los Angeles, CA | Jun 2013 - Current | 10 |
| Royal Alliance Associates, Inc. | Los Angeles, CA | Jan 2009 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2013 |
- CA
-
Total Assets Under Management3,713MILLIONS
-
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
AK, AZ, CA, CO, FL, GA, HI, ID, MO, NV, NY, OR, TX, UT, WA
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