Best Investors Account Sign in
Current Employers
Nwf Advisory Services Inc

11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-18
  • CA RA
    APPROVED
    Since 2025-05-18

Branch Locations

30721 Russell Ranch Road #140, Westlake Village, CA 91362 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fsc Securities Corp Atlanta GA 08/2016 10/2021
Triad Advisors Norcross GA 10/2021 09/2023
Osaic Westlake Village CA 09/2023 Present
The Ameriflex Group Las Vegas NV 09/2023 Present
  • 08/2016 → 10/2021
    Fsc Securities Corp
    Atlanta, GA
  • 10/2021 → 09/2023
    Triad Advisors
    Norcross, GA
  • 09/2023 → Present
    Osaic
    Westlake Village, CA
  • 09/2023 → Present
    Las Vegas, NV
Previous Registrations
  • 2023-09-07 → 2025-07-02
    Westlake Village, CA
  • 2021-10-08 → 2023-09-11
    Atlanta, GA
    Westlake Village, CA
  • 2016-08-01 → 2021-10-12
    Fsc Securities Corporation
    Valencia, CA
  • 2010-05-26 → 2016-07-15
    Simi Valley, CA
    Simi Valley, CA
    Simi Valley, CA
    Moorpark, CA
    Santa Paula, CA
    Chatsworth, CA
    Los Angeles, CA
    Sherman Oaks, CA
    Santa Barbara, CA
    Santa Barbara, CA
    Santa Barbara, CA
    Carpinteria, CA
    Simi Valley, CA
    Camarillo, CA
    Camarillo, CA
    Fillmore, CA
    Simi Valley, CA
    Montecito, CA
    Montecito, CA
    Santa Barbara, CA
    Oxnard, CA
    Ventura, CA
Other Businesses

1. BRUCO INVESTMENT GROUP POSITION: Founder NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 30721 Russell Ranch Road, Suite 140, Westlake Village CA 91362, United States DESCRIPTION: Speaking with clients about their life insurance and long term care needs. Preparing quotes and filling out applications. 2. NWF ADVISORY SERVICES, INC. POSITION: Investment Advisor Representative NATURE: Corporation - Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/01/2025 ADDRESS: 30721 Russell Ranch Road, Ste 140, Westlake Village CA 91362, United States DESCRIPTION: I provide advisory services such as wrap, fee accounts and financial plans. I devote about half of my time to this business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-25
S63 Uniform Securities Agent State Law Examination 2008-06-16
  • S65 Uniform Investment Adviser Law Examination
    2010-05-25
  • S63 Uniform Securities Agent State Law Examination
    2008-06-16
Other Names
  • Linda Rae Goeckner

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Westlake Village, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor