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Mohamed Abdur rahman Akram

Investment adviser representative at Nwf Advisory Services Inc
11 yearsExperience
1 stateRegistered in
$6.4BFirm assets
28 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. Nwf Advisory Services IncMar 2021 to now
  2. Osaic Wealth, Inc.Mar 2021 to now
  3. Bancwest Investment ServicesSep 2015 to Mar 2021
  4. Bank of the WestSep 2015 to Mar 2021

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 1 state (CA).

Nwf Advisory Services Inc

$6.4BAssets managed
11,433Clients
107Advisers
28 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4359340
Firm CRD
110410
Advisor's SEC record (opens in a new tab)
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