Brian
Bedord
Nwf Advisory Services Inc
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About this Advisor
Brian Bedord is a financial advisor based out of Orange, California with 6 years of relevant experience. Bedord is an advisor for Nwf Advisory Services Inc. Throughout their career, Bedord has worked at Brian R. Bedord, Cpa, Abacus Advisory Services, Inc, Elite Life Insurance, National Planning Corporation and Royal Alliance. Bedord has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in California. Nwf Advisory Services Inc is an advisory business that has its headquarters in Los Angeles, CA. It has offices in 37 locations and just three financial advisors. It controls $3 billion in assets under management across its 6,090 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The business has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules largely depend on which services are provided. Fees charged by Nwf Advisory Services Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nwf Advisory Services Inc Brokerage Details
$2,864,723,851
3
6,090
$470,398
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Brian Bedord Work History
Brian has been registered as a financial advisor for 6 years.*
Royal Alliance
Abacus Advisory Services, Inc
Brian R. Bedord, Cpa
National Planning Corporation
Elite Life Insurance
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Bedord to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nwf Advisory Services Inc
Irvine, CA
Los Angeles, CA
Honolulu, HI
Menlo Park, CA
Kingsburg, CA
Newport Beach, CA
Kingsburg, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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