Gordon
Peay

Nwf Advisory Services Inc

CRD#359038
Investment Advisor
in Los Angeles, CA
Are you Gordon Peay? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Chartered Financial Consultant

Years of Experience

30 years

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

Disclosures

No

Office Location

11835 W Olympic Blvd Ste 1155 E.
Los Angeles, CA 90064

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Nwf Advisory Services Inc Brokerage Details

Total Assets Under Management

$1,059,362,518

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

7

CA Average: 43
Total Number of Accounts

3,216

CA Average: 3,727
Average Account Size

$329,404

CA Average: $2,033,427

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2012 - Present (7 years)

Royal Alliance

2012 - Present (7 years)

Nwf Advisory Services Inc

2009 - 2012 (3 years)

Sagepoint Financial, Inc

2005 - 2009 (4 years)

Aig Financial Advisors

1988 - 2008 (20 years)

The Capital Advantage

Disclosures

Gordon Peay has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started