With over 40 years of experience as a Financial Advisor, I am dedicated to serving your financial needs and helping you work toward your immediate and long-term goals.
I believe that having an understanding of my client’s unique financial situation and future vision is key to selecting appropriate investments. I build long-term relationships with clients based on a prudent approach to investing and a commitment to customer satisfaction.
From 1970 to 1982, I served as First Vice President of a major California investment banking firm and in 1982, I established First Wall Street Corp. in La Jolla, California. In 2008, Wedbush Securities acquired the assets of First Wall Street Corp.
Recognized by the firm as a member of the prestigious President’s Club for outstanding contributions to the Wealth Management Division.
Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.
With Wedbush NEXT clients can:
To get started, use your mobile phone to scan the QR Code. If you’re already on your phone, just tap the Code!
Since our founding in 1955, Wedbush has been a leader in the financial services industry providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services; Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.
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The background of this firm and investment professionals may be found on FINRA’s BrokerCheck
Wedbush Financial Advisors and Independent Contractors may only conduct business with the residents of the states and/or jurisdictions for which they are properly registered.
Wedbush is an affiliate of Qapital, a fintech company. Advisory services associated with Wedbush Next Powered by Qapital are provided by Qapital Invest, LLC (“Qapital Invest”) an SEC-registered investment advisor and affiliate of Wedbush. Sales representatives associated with Wedbush Securities Inc. may receive compensation for referrals to Qapital and/or Qapital Invest.
Securities and Investment Advisory services are offered through Wedbush Securities, Inc. Member NYSE/FINRA/SIPC.
Third party entities named are not associated with Wedbush Securities.
Investment professionals may only conduct business and provide recommendations with residents of the states for which they are properly licensed. You can check the registration and background of an investment professional and their firm.
Please refer to FINRA’s BrokerCheck website for this information: FINRA’s BrokerCheck.
Fixed income securities are subject to increased loss of principal during periods of rising interest rates and are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by contacting your Wedbush Financial Advisor and/or Registered Representative. Past performance is never a guarantee of future returns.
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