Eric
Bond

Nwf Advisory Services Inc

CRD#2979826
Investment Advisor
in Long Beach, CA

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About this Advisor

Eric Bond is a financial advisor based in Long Beach, California, working with Nwf Advisory Services Inc. Eric has previously held positions at National Planning Corporation, Lpl Financial LLC, Royal Alliance Associates, Inc, and Nwf Advisory Services Inc. Eric has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in California. Currently, Eric is part of Nwf Advisory Services Inc, which operates out of Long Beach, California. The firm has 38 offices and 3 employees. The firm manages assets totaling $3.7 billion and offers services including 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. The fee structure at Nwf Advisory Services Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6615 E. Pacific Coast Hwy #215
Long Beach, CA 90803

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Nwf Advisory Services Inc Brokerage Details

Total Assets Under Management

$3,713,336,868

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

6,555

CA Average: 3,727
Average Account Size

$566,489

CA Average: $2,033,427

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

Eric Bond Work History

2022 - Present (2 years)

Royal Alliance Associates, Inc

2022 - Present (2 years)

Nwf Advisory Services Inc

2017 - 2022 (5 years)

Lpl Financial LLC

1999 - 2017 (18 years)

National Planning Corporation

Disclosures

Please visit the SEC profile of Eric Bond 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

Victor Mastrella
Westlake Village, CA
Willow Drazen
Los Angeles, CA
Woong Kim
Los Angeles, CA
Jodi Johnston
Los Angeles, CA
Sarah Stachnik
Grand Junction, CO
Daniela Aljawad
Los Angeles, CA
James Johnson
Irvine, CA
Megan Takagi
Honolulu, HI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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