Wedbush Securities

Wealth Management Firm in Lake Oswego, OR

Firm Info
Address: 5885 Meadows Rd #350, Lake Oswego, OR 97035, USA
Website:
Phone: (503) 675-3100

Firm Size
Assets Under Management: $4.1 billion
# of Advisors: 280
# of Clients: 7,460
Client to Advisor Ratio: 27:1
Average Account Size: $555,363
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pooled Investment Vehicles
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)
  • Commissions

Get Connected with a Financial Advisor

* required fields

Wedbush Securities Inc. Overview

WEDBUSH SECURITIES INC. is an experienced investment advisory firm that has been in business since 1970. The firm's headquarters are located in Los Angeles, CA, and their fee arrangement is fee-based. They are registered as a broker-dealer, futures commission merchant, insurance broker/agent, municipal advisor, and they provide investment advice. WEDBUSH SECURITIES INC. offers a range of services to help clients achieve their financial goals, including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, pension consulting services, and selection of other advisors. They also provide educational seminars and workshops to help clients stay informed about investment strategies and market trends. WEDBUSH SECURITIES INC. is known for its personalized approach to investment management. They work closely with clients to understand their specific financial situation and develop customized investment plans to meet their unique needs and goals. With a comprehensive range of services and decades of experience, WEDBUSH SECURITIES INC. is a trusted resource for individuals and businesses seeking expert investment advice.

WEDBUSH SECURITIES INC. caters to a diverse clientele. The firm's services attract individuals seeking investment advice and consultation to manage their financial portfolios. Additionally, high net worth individuals can access personalized investment strategies and exclusive opportunities from the firm's wealth management department. Pooled investment vehicles, such as hedge funds, mutual funds, and exchange-traded funds, can utilize WEDBUSH's research and trading capabilities. Charitable organizations can receive assistance in managing their endowments and fulfilling their long-term goals. WEDBUSH also serves other corporation types not listed above and other specialized clients such as family offices, investment clubs, and retirement plans. WEDBUSH SECURITIES INC. offers a variety of fee structures, which vary depending on the service provided. For instance, for clients seeking comprehensive wealth management, a percentage of assets under management (AUM) represents the fee structure. Clients who prefer traditional brokerage services, such as executing trades, can choose the commission-based structure. They may also opt for fixed fees to receive advisory services, financial planning, or retirement plan administration. Clients seeking alternative investments may prefer the performance-based fee, where they pay a proportion of any gains. WEDBUSH also provides flexible fee structures based on a combination of approaches to meet clients' unique preferences. Regardless of the fee structure used, WEDBUSH's service delivery remains centered on quality, affordability, and client satisfaction.

Typical Clients, Fee Structures & Investment Minimum

According to WEDBUSH SECURITIES INC.'s Part 2 Brochure, there is no mention of an investment minimum.

How This Office Can Help Lake Oswego, OR Residents

Wedbush Securities offers a wide range of financial services to clients in Lake Oswego, OR. The firm's team of experienced advisors work with clients on investment management, financial planning, retirement planning, and estate planning. Their goal is to help clients achieve their financial objectives and navigate the challenges that come with a constantly changing financial landscape. Residents of Lake Oswego, OR may face a variety of financial situations, including managing their retirement savings, building a diversified investment portfolio, planning for their children's education, or preserving their wealth for future generations. Wedbush Securities can assist clients in developing a personalized financial plan that addresses their unique needs and goals. With access to a wide range of investment products and strategies, the firm provides clients in Lake Oswego with the resources and expertise necessary to make informed decisions about their financial future.

To view the Minimum Investment and Fee Schedule for Wedbush Securities Inc., visit their Part 2 Brochure.

Services Offered by Wedbush Securities Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Wedbush Securities Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Commissions
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 5885 Meadows Rd #350, Lake Oswego, OR 97035, USA
Phone (503) 675-3100
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location ATTN: COMPLIANCE DEPT., 1000 WILSHIRE BLVD. SUITE 900, LOS ANGELES, CA 90017, United States

This firm has no other locations.


Disciplinary History

Wedbush Securities Inc. does not have any disclosures. Please visit it's Form ADV for more details.