Nbs Financial Services, Inc.
Nbs Financial Services, Inc. (CRD# 110600) is a financial advisory firm headquartered in Westlake Village, CA. They manage $248,283,334 in 402 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management248MILLION
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Total Number of Accounts402ACCOUNTS
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Average Account Value$617,620
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, NV, TX
Joseph Brooks (CRD# 2243755) is an Investment Advisor Representative working at Nbs Financial Services, Inc. in Westlake Village, CA and has over 32 years of experience in the finance industry.
Kenneth Butler (CRD# 1279538) is an Investment Advisor Representative working at Nbs Financial Services, Inc. in Westlake Village, CA and has over 24 years of experience in the finance industry.
Joseph Crossan (CRD# 1449271) is an Investment Advisor Representative working at Nbs Financial Services, Inc. in Westlake Village, CA and has over 34 years of experience in the finance industry.
Susan Crossan (CRD# 4781441) is an Investment Advisor Representative working at Nbs Financial Services, Inc. in Westlake Village, CA and has over 12 years of experience in the finance industry.
Robert Johanson (CRD# 4788642) is an Investment Advisor Representative working at Nbs Financial Services, Inc. in Westlake Village, CA and has over 24 years of experience in the finance industry.