Michael
Wilson

Nwf Advisory Services Inc

CRD#2535458
Investment Advisor
in Los Angeles, CA
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About this Advisor

Michael Wilson is a certified financial planner whose office is in Los Angeles, California. Currently an advisor with Nwf Advisory Services Inc, Wilson has an impressive 24 years of professional experience in the financial advisory industry. Wilson has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Wilson can serve customers in California. During their career, Wilson has held roles at The Guardian Life Insurance Company and Royal Alliance Associates, Inc. Nwf Advisory Services Inc is based out of Los Angeles, California, and operates out of 33 other brick-and-mortar locations across the nation. In aggregate, Nwf Advisory Services Inc oversees $912 million in assets throughout 1,963 client accounts and employs seven staff members. The amount of assets the firm manages makes it one of the larger investment advisory firms in the nation. The firm manages 1,698 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 8% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. 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, Certified Financial Planner

Years of Experience

24 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

Michael Wilson Work History

Michael has 24 years of experience.

1998 - Present (21 years)

Royal Alliance Associates, Inc

1994 - Present (25 years)

The Guardian Life Insurance Company

Disclosures

Michael Wilson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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