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Brian Russell Bedord

NWF Advisory Services Inc.

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About Brian Russell Bedord

Brian Bedord has been active in the financial services industry since 2002. Brian is an Investment Advisor Representative at NWF Advisory Services Inc. Brian is also a Shareholder / Manager of PO5, LLC and the Owner of Abacus Advisory Services, Inc. NWF Advisory Services Inc. manages over $3.7 billion in assets for approximately 6,555 clients.

Firm Information

Brian Bedord is currently registered with NWF Advisory Services Inc.. NWF Advisory Services Inc. is an investment advisory firm based in Los Angeles, California. They manage over $3.7 billion in assets for individuals, and offer a range of services, including financial planning, pension consulting, and portfolio management. NWF Advisory Services Inc. is registered with the SEC and has a team of 2 investment advisor representatives and 1 licensed agent. They participate in wrap fee programs.
NWF Advisory Services Inc.

11835 W OLYMPIC BLVD

LOS ANGELES, CA 90064

$3.71B

Assets Under Management

6,555

Total Clients

44

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Bedord’s Registration & Firm History

CA

11/21/2017 - Present

NWF Advisory Services Inc. (Orange CA)

CA

04/30/2009 - 11/03/2017

NATIONAL PLANNING CORPORATION (ORANGE CA)

CA

01/14/2002 - 05/04/2009

ROYAL ALLIANCE ASSOCIATES, INC. (ORANGE CA)

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Licenses & Designations

IA

Issued 01/25/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/09/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2006

Series 7 - General Securities Representative Examination

BC

Issued 01/11/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Russell Bedord.
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