Brian Bedord, financial advisor Orange CA

Brian Bedord

CRD Number: 4482022
Current Firm: Nwf Advisory Services Inc.

Brian Bedord (CRD# 4482022) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Orange, CA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Orange, CA Oct 2017 - Current 6
Abacus Advisory Services, Inc. Orange, CA Sep 2008 - Current 15
Brian R. Bedord, Cpa Orange, CA Jan 2005 - Current 19
National Planning Corporation Orange, CA Apr 2009 - Oct 2017 8
Elite Life Insurance Orange, CA Aug 2007 - Aug 2017 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
S65 NASAA Investment Advisors Law Examination Jan 2007
Contact Info for Brian R. Bedord
Phone Number: 310-475-5854
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,865
    MILLIONS
  • Total Number of Accounts
    6,090
    ACCOUNTS
  • Average Account Value
    $470,398
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AZ, CA, CO, FL, HI, ID, MO, NV, NY, OR, TX, UT, WA

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