Mohamed A. Akram
NWF ADVISORY SERVICES | Financial Advisor
Encino, CA 91436
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CRD#: 4359340
Professional summary
Mohamed Abdur Rahman Akram, AIF®, who also goes by Abdur Akram, is a registered financial advisor currently at NWF ADVISORY SERVICES INC located in Encino, California and OSAIC WEALTH, INC. located in Encino, California.
Mohamed is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Mohamed has worked at 7 firms and has passed the Series 66, Series 6TO, SIE, Series 7 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Abdur Akram
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. MOHAMED ABDUR RAHMAN AKRAM POSITION: Agent NATURE: INDIVIDUAL INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 03/02/2021 ADDRESS: 15821 VENTURA BLVD , STE 660, ENCINO CA 91436, United States DESCRIPTION: Help clients identify life insurance needs Educate clients on types and benefits of life insurance Sell Life insurance to clients based on their financial needs. 2. NWF ADVISORY SERVICES INC. POSITION: Advisor NATURE: Individual INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/02/2021 ADDRESS: 15821 VENTURA BLVD , STE 660, ENCINO CA 91436, United States DESCRIPTION: Advisor clients on asset allocation based on clients needs and objectives create an investment portfolio to meet clients risk profile and liquidity needs.Execute and monitor the investment portfolio 3. AIA WEALTH MANAGEMENT INC POSITION: PRESIDENT NATURE: CORPORATION INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/31/2022 ADDRESS: 15821 VENTURA BLVD , STE 660, ENCINO CA 91436, United States DESCRIPTION: This entity is for branding, marketing and accounting purposes only. 4. TRAVEL CARE MEXICO (TCM) POSITION: Shareholder NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/04/2024 ADDRESS: 4956 HOOD DR, Woodland Hills CA 91364, United States DESCRIPTION: No active or day to day duty in the business. Provided seed capital for the business. This business provides telehealth, ambulance, legal advice and roadside assistance to tourists/travelers going to Mexico, and while they are in Mexico. I plan on investing in this company, no clients are involved. 5. ARTISAN CAPITAL PARTNERS DBA POSITION: Financial Professional NATURE: Artisan Capital Partners is a DBA under /powered by NWF Advisory Group LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 05/13/2025 ADDRESS: 15821 VENTURA BLVD , STE 660, ENCINO CA 91436, United States DESCRIPTION: I'm Financial Professional marketing my self under the DBA Artisan Capital Partners
CRS (Client Relationship Summary) - RIA
Click below to view Mohamed Abdur Rahman Akram'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®
Experience
Current
March 1, 2021 - Present
NWF ADVISORY SERVICES INC
Office #1: 15821 Ventura Blvd. #660 Suite 1150e, Encino, CA 91436RIA
CRD#: 110410
Encino, CA
Current
March 1, 2021 - Present
OSAIC WEALTH, INC.
Office #1: 15821 Ventura Boulevard Suite 660, Encino, CA 91436RIA
BD
CRD#: 23131
Encino, CA
Past
January 1, 2016 - March 17, 2021
BANCWEST INVESTMENT SERVICES, INC.
RIA
CRD#: 29357
ENCINO, CA
Past
October 15, 2015 - March 17, 2021
BANCWEST INVESTMENT SERVICES, INC.
BD
CRD#: 29357
ENCINO, CA
Past
May 29, 2007 - December 31, 2014
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
TARZANA, CA
Past
February 5, 2003 - May 29, 2007
CITICORP INVESTMENT SERVICES
BD
CRD#: 23988
TARZANA, CA
Past
February 19, 2002 - February 5, 2003
CAL FED INVESTMENTS
BD
CRD#: 19631
SACRAMENTO, CA
Past
April 26, 2001 - February 22, 2002
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
CONSHOHOCKEN, PA
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
California(3/1/2021)
IAR
California(3/1/2021)
RR
Florida(3/1/2021)
RR
Massachusetts(7/13/2021)
RR
Texas(10/21/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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
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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
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Company Information
NWF ADVISORY SERVICES INC
Financial AdvisorCRD#: 110410Encino, CA 91436TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
