NBS FINANCIAL & INSURANCE SERVICES INC

NBS FINANCIAL SERVICES, INC.
WESTLAKE VILLAGE, California·2 registered advisors·CRD# 110600
SEC# 801-211230805.497.2497
01

Firm Overview

AUM
$248M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at NBS FINANCIAL & INSURANCE SERVICES INC

2 registered advisors
Joseph John Crossan
WESTLAKE VILLAGE, California
Susan Yvonne Crossan
WESTLAKE VILLAGE, California
05

Office Locations

WESTLAKE VILLAGE, California
2 advisors

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Data sourced from SEC Form ADV filings. NBS FINANCIAL & INSURANCE SERVICES INC (CRD# 110600) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.