Best Investors
Account
Sign in
Best Investors
Account
Sign in
Nwf Advisory Services Inc CRD 110410
$6.43B regulatory AUM 109 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance | Alamo | CA | 12/1994 | 03/2024 |
| Mbfs Inc | San Jose | CA | 01/2001 | 08/2017 |
| Principal Securities Inc | Dublin | CA | 03/2016 | 03/2024 |
| Osaic | Alamo | CA | 03/2024 | Present |
| The Ameriflex Group | Las Vegas | NV | 03/2024 | Present |
1. NWF ADVISORY SERVICES INC. POSITION: Investment advisor Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 80 START DATE: 06/06/2025 ADDRESS: 571 Putter Court, Incline Village NV 89451, United States DESCRIPTION: I provide advisory services such as wrap accounts and financial planning. I devote about half of my time to this business. 2. INSURANCE AGENT POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 06/16/2015 ADDRESS: 571 Putter Ct Incline Village NV 89451 DESCRIPTION: Review, sell Insurance products 3. MBFS INC POSITION: President / Owner NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2005 ADDRESS: 571 Putter Ct Incline Village NV 89451 DESCRIPTION: Maintain corporate articles, run business expenses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-16 |
Reach out to this advisor