Nwf Advisory Services Inc.

Nwf Advisory Services Inc. (CRD# 110410) is a financial advisory firm headquartered in Los Angeles, CA. They manage $1,422,662,931 in 3,449 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,423
    MILLION
  • Total Number of Accounts
    3,449
    ACCOUNTS
  • Average Account Value
    $412,486
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)
  • Educational seminars/workshops
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, FL, HI, NV, NY, OR, TX, WA

Financial Advisors at Nwf Advisory Services Inc.
Showing 1 - 10 of 41 top financial advisors.
1
Daniela Aljawad
CRD#: 5604984
11835 W Olympic Blvd, Ste 1155 E., Los Angeles, CA 90064

Daniela Aljawad (CRD# 5604984) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Los Angeles, CA and has over 11 years of experience in the finance industry.

2
Jane An
CRD#: 4683148
11835 W Olympic Blvd, Ste 1155 E., Los Angeles, CA 90064

Jane An (CRD# 4683148) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Los Angeles, CA and has over 17 years of experience in the finance industry.

3
Charles S. Anderson
CRD#: 2330365
127 Parfitt Way S.w., Bainbridge Island,, WA 98110

Charles Anderson (CRD# 2330365) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Bainbridge Island,, WA and has over 27 years of experience in the finance industry.

4
Brian R. Bedord
CRD#: 4482022
1420 E. Chapman Ave, Orange, CA 92866

Brian Bedord (CRD# 4482022) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Orange, CA and has over 18 years of experience in the finance industry.

5
Noah S. Boatright
CRD#: 4405339
1420 E. Chapman Ave, Orange, CA 92866

Noah Boatright (CRD# 4405339) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Orange, CA and has over 19 years of experience in the finance industry. Noah Boatright 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.

6
Rebecca A. Cameron
CRD#: 5018902
1460 Maria Lane #290, Walnut Creek, CA 94596

Rebecca Cameron (CRD# 5018902) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Walnut Creek, CA and has over 9 years of experience in the finance industry.

7
Stanley D. Dorrance
CRD#: 707057
590 W. Alluvial Ave. #108, Fresno, CA 93711

Stanley Dorrance (CRD# 707057) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Fresno, CA and has over 36 years of experience in the finance industry. Stanley Dorrance 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.

8
Willow Drazen
CRD#: 6393341
11835 W Olympic Blvd, Ste 1155 E., Los Angeles, CA 90064

Willow Drazen (CRD# 6393341) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Los Angeles, CA and has over 5 years of experience in the finance industry.

9
Vayle Floria
CRD#: 4405176
1420 E. Chapman Ave., Orange, CA 92866

Vayle Floria (CRD# 4405176) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Orange, CA and has over 19 years of experience in the finance industry.

10
William E. Fredrickson
CRD#: 2748994
2425 Cleveland Ave. #105, Santa Rosa, CA 95403

William Fredrickson (CRD# 2748994) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Santa Rosa, CA and has over 24 years of experience in the finance industry.

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