Wedbush Securities Inc.

Wedbush Securities Inc. (CRD# 877) is a financial advisory firm headquartered in Los Angeles, CA. They manage $1,592,513,504 in 5,010 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,593
    MILLION
  • Total Number of Accounts
    5,010
    ACCOUNTS
  • Average Account Value
    $317,867
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, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Wedbush Securities Inc.
Showing 1 - 10 of 287 top financial advisors.
1
Paul G. Arthur
CRD#: 1708639
1200 Prospect Street Suite 350, La Jolla, CA 92037
96
Wealthminder
score

Paul Arthur (CRD# 1708639) is an Investment Advisor Representative working at Wedbush Securities Inc. in La Jolla, CA and has over 30 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
Brian D. Raat
CRD#: 2590187
21700 Oxnard Street, Ste 1220, Woodland Hills, CA 91367
96
Wealthminder
score

Brian Raat (CRD# 2590187) is an Investment Advisor Representative working at Wedbush Securities Inc. in Woodland Hills, CA and has over 21 years of experience in the finance industry. Brian Raat 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
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 16 years of experience in the finance industry.

4
Andrew C. Anderson
CRD#: 2922695
1200 Prospect Street Suite 350, La Jolla, CA 92037
93
Wealthminder
score

Andrew Anderson (CRD# 2922695) is an Investment Advisor Representative working at Wedbush Securities Inc. in La Jolla, CA and has over 20 years of experience in the finance industry.

5
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 27 years of experience in the finance industry.

6
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 12 years of experience in the finance industry.

7
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 25 years of experience in the finance industry.

8
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 16 years of experience in the finance industry.

9
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 20 years of experience in the finance industry.

10
Nathan M. Borchardt
CRD#: 5034844
5885 Sw Meadows Road, Ste 350, Lake Oswego, OR 97035
93
Wealthminder
score

Nathan Borchardt (CRD# 5034844) is an Investment Advisor Representative working at Wedbush Securities Inc. in Lake Oswego, OR and has over 10 years of experience in the finance industry.

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