Nwf Advisory Services Inc
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About this Advisor
John Wallbrink is a financial advisor based in Los Angeles, California. Currently a registered investment advisor with Nwf Advisory Services Inc, Wallbrink has 11 years of professional experience as a registered investment advisor. Wallbrink maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Wallbrink is able to operate based out of California. Over the course of their career, they have held roles at Royal Alliance Associates, Inc and Whjr Associates. Nwf Advisory Services Inc is headquartered in Los Angeles, California, and has 33 additional locations in the nation. In total, Nwf Advisory Services Inc manages $912 million in assets throughout 1,963 client accounts and retains seven staff members. The level of assets currently under the firm's management makes it one of the bigger firms in the country. The firm manages 1,698 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 8% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Nwf Advisory Services Inc can provide 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's fees may include 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
John Wallbrink Work History
John has 11 years of experience.
Royal Alliance Associates, Inc
John Wallbrink has no disclosures.
Please visit their SEC profile for more details.