John
Wallbrink

Nwf Advisory Services Inc

CRD#2039614
Investment Advisor
in Los Angeles, CA
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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

Series 63, Series 65

Years of Experience

11 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

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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

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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.

2012 - Present (7 years)

Whjr Associates

2007 - Present (12 years)

Royal Alliance Associates, Inc

Disclosures

John Wallbrink has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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