BB
BB

Brian Russell Bedord

23 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
108 advisors
Number of Clients
6,671 clients
Average Client Portfolio
$573K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$5.5K
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Location

1420 E. Chapman Ave, Orange, CA, 92866

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian is a shareholder/manager of PO5, LLC, an investment advisor representative at NWF Advisory Services, Inc., and the owner of Abacus Advisory Services, Inc., where he spends about two-thirds of his time on tax-related activities. He also owns residential rental properties.

Employment History
Current Registrations
Nwf Advisory Services INC
November 2017 - Present · 8 yrs 3 mos
Osaic Wealth, INC.Broker
October 2017 - Present · 8 yrs 4 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
May 2009 - November 2017 · 8 yrs 6 mos
National Planning CorporationBroker
April 2009 - November 2017 · 8 yrs 7 mos
Royal Alliance Associates, INC.
March 2007 - May 2009 · 2 yrs 2 mos
Royal Alliance Associates, INC.Broker
January 2002 - May 2009 · 7 yrs 4 mos
State Registrations3 states
CACOTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brian Russell Bedord - Financial Advisor | TrueAdvisor