Nwf Advisory Services Inc.

Nwf Advisory Services Inc. (CRD# 110410) is a financial advisory firm headquartered in Los Angeles, CA. They manage $400,403,510 in 1,828 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    400
    MILLION
  • Total Number of Accounts
    1,828
    ACCOUNTS
  • Average Account Value
    $219,039
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, NV, NY, OR, TX, WA

Financial Advisors at Nwf Advisory Services Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Gale C. Johnston
CRD#: 1505191
11835 West Olympic Blvd., Suite 1150e, Los Angeles, CA 90064
96
Wealthminder
score

Gale Johnston (CRD# 1505191) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Los Angeles, CA and has over 24 years of experience in the finance industry. Gale Johnston has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gordon N. Peay
CRD#: 359038
11835 W Olympic Blvd, Ste 1155 E., Los Angeles, CA 90064
96
Wealthminder
score

Gordon Peay (CRD# 359038) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Los Angeles, CA and has over 23 years of experience in the finance industry. Gordon Peay has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Neal J. Atkin
CRD#: 2045989
11835 W Olympic Blvd, Suite 1150e, Los Angeles, CA 90064
93
Wealthminder
score

Neal Atkin (CRD# 2045989) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Los Angeles, CA and has over 26 years of experience in the finance industry.

4
Edna M. Burr
CRD#: 1290818
1111 Civic Drive, Suite 290, Walnut Creek, CA 94596
93
Wealthminder
score

Edna Burr (CRD# 1290818) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Walnut Creek, CA and has over 30 years of experience in the finance industry.

5
Brandon J. Green
CRD#: 5567447
11835 W Olympic Blvd, Ste 1155 E., Los Angeles, CA 90064
93
Wealthminder
score

Brandon Green (CRD# 5567447) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Los Angeles, CA and has over 7 years of experience in the finance industry.

6
Stephanie A. Lackenby
CRD#: 4804509
11835 W. Olympic Blvd., Suite 1150 E, Los Angeles, CA 90064
93
Wealthminder
score

Stephanie Lackenby (CRD# 4804509) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Los Angeles, CA and has over 12 years of experience in the finance industry.

7
James Linna
CRD#: 733321
501 W. Broadway Ste. 80, San Diego, CA 92101
93
Wealthminder
score

James Linna (CRD# 733321) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in San Diego, CA and has over 22 years of experience in the finance industry.

8
Sheryl R. Manos
CRD#: 1678536
2901 West Coast Hwy, Ste 200, Newport Beach, CA 92663
93
Wealthminder
score

Sheryl Manos (CRD# 1678536) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Newport Beach, CA and has over 29 years of experience in the finance industry.

9
Marianne Regan
CRD#: 5047705
San Leandro, CA
93
Wealthminder
score

Marianne Regan (CRD# 5047705) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in San Leandro, CA and has over 6 years of experience in the finance industry.

10
Gary D. Robertson
CRD#: 1082419
59 Beacon Bay Ste. 200, Newport Beach, CA 92660
93
Wealthminder
score

Gary Robertson (CRD# 1082419) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Newport Beach, CA and has over 33 years of experience in the finance industry.

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