BB
Brian R. Bedord
NWF ADVISORY SERVICES
Orange, CA 92866
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CRD#: 4482022
BB
Professional summary
Brian Russell Bedord is a registered financial advisor currently at NWF ADVISORY SERVICES INC located in Orange, California and OSAIC WEALTH, INC. located in Orange, California.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Brian has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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. PO5, LLC POSITION: Shareholder / Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 08/14/2014 ADDRESS: 1420 E. Chapman Ave., Orange CA 92866, United States DESCRIPTION: Owner. Accounting for Tax Return Preparation. Tax Return. 2. NWF ADVISORY SERVICES, INC. POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 20 START DATE: 10/31/2017 ADDRESS: 11835 West Olympic Blvd., #1155 East, Los Angeles CA 90064, United States DESCRIPTION: Providing Investment Advisory Services 3. BRIAN BEDORD POSITION: OWNER NATURE: RESIDENTIAL RENTAL PROPERTY REPORTED ON SCHEDULE E OF PERSONAL TAX RETURN. INVESTMENT RELATED: YES; NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/08/2015; ADDRESS: 827 E. FAIRWAY DR., ORANGE CA 92866, UNITED STATES DESCRIPTION: OWNER OF RESIDENTIAL REAL ESTATE. 4. BRIAN BEDORD POSITION: Owner NATURE: Residential Rental Property Reported on Schedule E of Personal Tax Return. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/08/2015 ADDRESS: 827 E. Fairway Dr., Orange CA 92866, United States DESCRIPTION: Owner of Residential Real Estate. 5. ABACUS ADVISORY SERVICES, INC. POSITION: Owner NATURE: S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 03/25/2009 ADDRESS: 1420 E. Chapman Ave., Orange CA 92866, United States DESCRIPTION: Tax Return / Tax Planning / Tax Consulting
CRS (Client Relationship Summary) - RIA
Click below to view Brian Russell Bedord'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
November 21, 2017 - Present
NWF ADVISORY SERVICES INC
Office #1: 1420 E. Chapman Ave, Orange, CA 92866RIA
CRD#: 110410
Orange, CA
Current
October 30, 2017 - Present
OSAIC WEALTH, INC.
Office #1: 1420 E. Chapman Avenue, Orange, CA 92866RIA
BD
CRD#: 23131
Orange, CA
Past
May 1, 2009 - November 3, 2017
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
ORANGE, CA
Past
April 30, 2009 - November 3, 2017
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
ORANGE, CA
Past
March 6, 2007 - May 4, 2009
OSAIC WEALTH, INC.
RIA
CRD#: 23131
ORANGE, CA
Past
January 14, 2002 - May 4, 2009
OSAIC WEALTH, INC.
BD
CRD#: 23131
ORANGE, 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
California(10/30/2017)
IAR
California(11/21/2017)
RR
Colorado(7/7/2022)
RR
Texas(10/4/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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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