Wedbush Securities Inc.

Wedbush Securities Inc. (CRD# 877) is a financial advisory firm headquartered in Los Angeles, CA. They manage $1,253,630,083 in 4,156 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,254
    MILLION
  • Total Number of Accounts
    4,156
    ACCOUNTS
  • Average Account Value
    $301,643
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Wedbush Securities Inc.
Showing 1 - 10 of 262 top financial advisors.
1
Paul G. Arthur
CRD#: 1708639
Pasadena, CA
96
Wealthminder
score

Paul Arthur (CRD# 1708639) is an Investment Advisor Representative working at Wedbush Securities Inc. in Pasadena, CA and has over 29 years of experience in the finance industry. Paul Arthur 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
William A. Kearney
CRD#: 1058132
569 Main St, Laconia, NH 03246
96
Wealthminder
score

William Kearney (CRD# 1058132) is an Investment Advisor Representative working at Wedbush Securities Inc. in Laconia, NH and has over 33 years of experience in the finance industry. William Kearney 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
Leigh A. Allen
CRD#: 5711971
Battle Ground, WA
93
Wealthminder
score

Leigh Allen (CRD# 5711971) is an Investment Advisor Representative working at Wedbush Securities Inc. in Battle Ground, WA and has over 6 years of experience in the finance industry.

4
Scott T. Andersen
CRD#: 4412679
1490 Stone Point Drive, Ste 150, Roseville, CA 95661
93
Wealthminder
score

Scott Andersen (CRD# 4412679) is an Investment Advisor Representative working at Wedbush Securities Inc. in Roseville, CA and has over 15 years of experience in the finance industry.

5
Andrew C. Anderson
CRD#: 2922695
1012 Brioso Drive, Ste 202, Costa Mesa, CA 92627
93
Wealthminder
score

Andrew Anderson (CRD# 2922695) is an Investment Advisor Representative working at Wedbush Securities Inc. in Costa Mesa, CA and has over 19 years of experience in the finance industry.

6
Michael A. Batt
CRD#: 2125002
1490 Stone Point Drive, Ste 150, Roseville, CA 95661
93
Wealthminder
score

Michael Batt (CRD# 2125002) is an Investment Advisor Representative working at Wedbush Securities Inc. in Roseville, CA and has over 25 years of experience in the finance industry.

7
Daniel S. Bennion
CRD#: 4937557
1200 Prospect Street Suite 350, La Jolla, CA 92037
93
Wealthminder
score

Daniel Bennion (CRD# 4937557) is an Investment Advisor Representative working at Wedbush Securities Inc. in La Jolla, CA and has over 11 years of experience in the finance industry.

8
Daniel C. Bertolet
CRD#: 2248776
14851 N. Scottsdale Road, Suite 201, Scottsdale, AZ 85254
93
Wealthminder
score

Daniel Bertolet (CRD# 2248776) is an Investment Advisor Representative working at Wedbush Securities Inc. in Scottsdale, AZ and has over 24 years of experience in the finance industry.

9
James W. Biller
CRD#: 4457241
455 Capitol Mall, Ste 150, Sacramento, CA 95814
93
Wealthminder
score

James Biller (CRD# 4457241) is an Investment Advisor Representative working at Wedbush Securities Inc. in Sacramento, CA and has over 15 years of experience in the finance industry.

10
Christopher P. Boesche
CRD#: 2949217
Two Union Square Ste 5050, 601 Union Street, Seattle, WA 98101
93
Wealthminder
score

Christopher Boesche (CRD# 2949217) is an Investment Advisor Representative working at Wedbush Securities Inc. in Seattle, WA and has over 19 years of experience in the finance industry.

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