Unclaimed Profile

Stephanie Alyce Lackenby

NWF ADVISORY SERVICES INC·LOS ANGELES, California

SIE, Series 6, Series 7, Series 24, Series 53, Series 63, Series 66Clean record17 years registeredNWF ADVISORY SERVICES INC

11835 W OLYMPIC BLVD, LOS ANGELES, CA 90064CRD# 4804509Firm CRD# 110410

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephanie Alyce Lackenby · LOS ANGELES, CA

Registration

CRD #4804509 · NWF ADVISORY SERVICES INC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NWF ADVISORY SERVICES INC

NWF ADVISORY SERVICES INC

Jan 2009 – Dec 2022

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 53

Series 63

Series 66

Registration record

First registered · January 12, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NWF ADVISORY SERVICES INC

CRD 110410 · SEC 801-55681

AUM

$3.7B

Regulatory assets under management

Employees

6,555 client accounts

Services offered by NWF ADVISORY SERVICES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at NWF ADVISORY SERVICES INC →

Introduction

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Frequently Asked Questions

What services does Stephanie Alyce Lackenby offer?

Stephanie Alyce Lackenby specializes in Financial Planning, Investment Management, Wealth Management.

What are Stephanie Alyce Lackenby's credentials?

Stephanie Alyce Lackenby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephanie Alyce Lackenby located?

Stephanie Alyce Lackenby is based in LOS ANGELES, California, last registered with NWF ADVISORY SERVICES INC.

How does Stephanie Alyce Lackenby charge for services?

Stephanie Alyce Lackenby's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NWF ADVISORY SERVICES INC?

NWF ADVISORY SERVICES INC has approximately 3 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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