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How does the advisor help clients – Key Takeaways:
WEDBUSH SECURITIES INC. (WEDBUSH SECURITIES INC.) is a financial advisory firm that offers a range of services to its clients. It focuses on providing expert financial advice, investment guidance, and other related services.
Here are a few ways in which WEDBUSH SECURITIES INC. helps its clients:
- Understanding clients’ financial goals and creating a customized financial plan to meet those goals.
- Providing investment recommendations based on in-depth research and analysis of the market.
- Helping clients navigate through complex financial situations and make informed decisions.
- Offering ongoing monitoring and adjustments to clients’ portfolios to ensure they stay on track to meet their financial goals.
- Providing education and resources to improve clients’ financial literacy and empower them to make informed financial decisions.
Facts and Insights
WEDBUSH SECURITIES INC. has been in business for over 60 years, making it a well-established and trusted financial advisor in the industry. Its team of experienced financial advisors brings a diverse range of expertise and knowledge to the table, ensuring that clients receive the best possible advice and guidance.
According to publically available data, as of December 2020, WEDBUSH SECURITIES INC. has approximately $20.8 billion in assets under management and a total of 525 advisors. This puts the company in the top 5% of firms in terms of assets under management and in the top 10% for total advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1955 | $20.8 billion | 525 |
Financial Services Offered
WEDBUSH SECURITIES INC. offers a range of financial services to its clients, including but not limited to:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Wealth management
- Insurance strategies
Client Types:
WEDBUSH SECURITIES INC. works with a diverse range of clients, including high-net-worth individuals, families, businesses, and institutions. Its focus on creating customized financial plans allows the firm to cater to the specific needs and goals of each type of client.
Fees & Compensation
WEDBUSH SECURITIES INC. charges its clients based on a fee-only model, which means it does not earn commissions or other forms of compensation from product sales. Fees are determined based on a percentage of the assets under management and can vary depending on the services provided. This model ensures that the recommendations made by WEDBUSH SECURITIES INC. are always in the best interest of its clients.
Background
WEDBUSH SECURITIES INC. has a long and rich history in the financial advisory industry. It was founded in 1955 with a focus on providing exceptional investment services to its clients. Over the years, the firm has evolved and expanded its services to become a leading and reputable financial advisor with a strong track record of delivering results for its clients.
Financial Advisor Disclosures to Know
Before choosing a financial advisor, it’s important to know about any potential conflicts of interest or disciplinary actions that may have been taken against them. WEDBUSH SECURITIES INC. has a clean record and has not reported any disclosure events or disciplinary actions in the past 10 years, according to publicly available data.