Eric W. Bond
NWF ADVISORY SERVICES | Financial Advisor
Long Beach, CA 90803
Some features on this profile are disabled
CRD#: 2979826
Professional summary
Eric Wilford Bond is a registered financial advisor currently at NWF ADVISORY SERVICES INC located in Long Beach, California and OSAIC WEALTH, INC. located in Long Beach, California.
Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Eric has worked at 6 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 05/22/2019 - Bond Wealth Management - Investment related - At reported business location(s) - Non-Variable Insurance - start date:05/22/2019 - 2 hrs/mo - 2 hrs during trading. 2. ERIC BOND POSITION: Owner NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2015 ADDRESS: 5460 E EL Jardin, Long Beach CA 90815, United States DESCRIPTION: Collect rent and call contractors 3. BOND WEALTH MANAGEMENT POSITION: President NATURE: Sell Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/11/1997 ADDRESS: 5100 Airport Plaza Dr., Suite 220, Long Beach CA 90815, United States DESCRIPTION: I use GBS Insurance and Westland Financial for some of my life insurance sales. 4. ERIC BOND LANDLORD POSITION: Owner NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2015 ADDRESS: 5460 E EL Jardin, Long Beach CA 90815, United States DESCRIPTION: Collect rent and call contractors 5. NWF ADVISORY SERVICES INC. POSITION: Investment Advisory Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/25/2022 ADDRESS: 5001 Airport Plaza Dr, Suite 220, Long Beach CA 90815, United States DESCRIPTION: I advise clients on their investment portfolios and charge a fee.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Wilford Bond's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 25, 2022 - Present
NWF ADVISORY SERVICES INC
Office #1: 6615 E. Pacific Coast Hwy #215, Long Beach, CA 90803RIA
CRD#: 110410
Long Beach, CA
Current
March 25, 2022 - Present
OSAIC WEALTH, INC.
Office #1: 5001 Airport Plaza Dr #220, Long Beach, CA 90815RIA
BD
CRD#: 23131
Long Beach, CA
Past
November 29, 2017 - May 2, 2022
LPL FINANCIAL LLC
RIA
CRD#: 6413
LONG BEACH, CA
Past
November 29, 2017 - May 2, 2022
LPL FINANCIAL LLC
BD
CRD#: 6413
LONG BEACH, CA
Past
July 18, 2007 - November 29, 2017
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
LONG BEACH, CA
Past
June 1, 1999 - November 29, 2017
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
LONG BEACH, CA
Past
January 16, 1998 - June 2, 1999
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
January 1, 1998 - March 19, 1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION
BD
CRD#: 14229
NORTHRIDGE, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NA
NWF ADVISORY SERVICES INC
AFP ADVISORY SERVICES INC | NWF ADVISORY SERVICES INC
CRD#: 110410 / SEC#: 801-55681
RIA
Registered Investment Advisory firm - (6/30/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(3/30/2022)
RR
California(3/25/2022)
IAR
California(3/25/2022)
RR
Colorado(3/31/2023)
RR
Florida(1/13/2023)
RR
Hawaii(3/30/2022)
RR
Idaho(3/25/2022)
RR
Kentucky(3/30/2022)
RR
Maryland(5/9/2023)
RR
Minnesota(5/3/2022)
RR
Nebraska(3/25/2020)
RR
Nevada(3/29/2022)
RR
New Jersey(3/25/2022)
RR
North Carolina(9/7/2022)
RR
North Dakota(3/20/2023)
RR
Ohio(3/30/2022)
RR
Oregon(4/12/2022)
RR
Pennsylvania(10/22/2024)
RR
South Carolina(7/23/2024)
RR
Tennessee(3/28/2022)
RR
Texas(9/18/2025)
RR
Utah(5/3/2022)
RR
Washington(4/1/2022)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
NA
NWF ADVISORY SERVICES INC
AFP ADVISORY SERVICES INC | NWF ADVISORY SERVICES INC
CRD#: 110410 / SEC#: 801-55681
RIA
Registered Investment Advisory firm - (6/30/1998 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064
Mailing Address
Phone number
(310) 475-5854
Established
Firm type
Fiscal year end
# of Employees
71
SEC notice filing (24 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,979 |
| AUM (Assets Under Management) | $ 3,824,876,751 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
NWF ADVISORY SERVICES INC
Financial AdvisorCRD#: 110410Long Beach, CA 90803TRUST BUT VERIFY
Monitor Eric Bond
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
xxxxxxx
