Luka
Pavlina
Nwf Advisory Services Inc
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About this Advisor
Luka Pavlina is a certified financial planner based in Kingsburg, California who has 7 years of industry experience. Pavlina is an advisor for Nwf Advisory Services Inc. The advisor has gained experience at Royal Alliance and Nwf Advisory Services Inc. Pavlina has Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to serve investors in California. Nwf Advisory Services Inc is an advisory firm that has its headquarters in Los Angeles, CA. It has offices in 37 locations and just three financial advisors. It administers $3 billion in assets among its 6,090 accounts, placing it among the largest firms in the United States by assets under management. Nwf Advisory Services Inc offers a number of 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. Fees for financial advisory services typically are based on the services provided. However, fees billed by Nwf Advisory Services Inc can consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nwf Advisory Services Inc Brokerage Details
$2,864,723,851
3
6,090
$470,398
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
Luka Pavlina Work History
Luka has been registered as a financial advisor for 7 years.*
Nwf Advisory Services Inc
Royal Alliance
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Luka Pavlina 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
Los Angeles, CA
Irvine, CA
Kingsburg, CA
Honolulu, HI
Menlo Park, CA
San Diego, CA
Walnut Creek, CA
Newport Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.