Brian BedordCRD Number: 4482022
Current Firm: Nwf Advisory Services Inc.
Brian Bedord (CRD# 4482022) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Orange, CA and has over 16 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Penniall & Associates
|Royal Alliance||Orange, CA||Oct 2017 - Current||< 1|
|Abacus Advisory Services, Inc.||Orange, CA||Sep 2008 - Current||9|
|Brian R. Bedord, Cpa||Orange, CA||Jan 2005 - Current||13|
|National Planning Corporation||Orange, CA||Apr 2009 - Oct 2017||8|
|Elite Life Insurance||Orange, CA||Aug 2007 - Aug 2017||10|
|Royal Alliance Associates Inc.||Orange, CA||Nov 2001 - Apr 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2002|
|S65||NASAA Investment Advisors Law Examination||Jan 2007|
Total Assets Under Management464MILLIONS
Total Number of Accounts1,272ACCOUNTS
Average Account Value$365,007
- 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)
AK, AZ, CA, HI, NV, NY, OR, TX, WA
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