Nwf Advisory Services Inc
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About this Advisor
Gordon Peay is an advisor who lives in Los Angeles, California. Currently an advisor at Nwf Advisory Services Inc, Peay has an impressive 30 years of professional experience as a financial advisor. Peay holds a Series 63 license, designating the advisor as a securities agent. Peay is registered to advise clients based out of California. Peay has gained experience at Sagepoint Financial, Inc, The Capital Advantage, Aig Financial Advisors, Royal Alliance and Nwf Advisory Services Inc. Nwf Advisory Services Inc is headquartered in Los Angeles, California, and has 33 additional brick-and-mortar locations across the country. Overall, Nwf Advisory Services Inc oversees $912 million in assets dispersed across 1,963 client accounts and retains seven staff members. The level of assets currently under the firm's management places it among the larger firms in the United States. The firm manages 1,698 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 8% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Nwf Advisory Services Inc provides 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 firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Nwf Advisory Services Inc Brokerage Details
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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
Gordon Peay Work History
Gordon has 30 years of experience.
Nwf Advisory Services Inc
Sagepoint Financial, Inc
Aig Financial Advisors
The Capital Advantage
Gordon Peay has no disclosures.
Please visit their SEC profile for more details.