Adviser and broker representative · Nwf Advisory Services Inc.
Byron W. Harlan
CRD 5445973 · San Diego, CA
At a glance
Byron W. Harlan is an investment adviser representative with Nwf Advisory Services Inc. in San Diego, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Byron’s SEC record dates to 2008, about 18 years ago. Byron is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Nwf Advisory Services Inc.Since June 2018San Diego, CA · $6.4B in regulatory assets
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Byron’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Nwf Advisory Services Inc.
- Judith L. HarlanSan Diego · Certified Financial Planner, Chartered Financial Consultant
- Steven A. AddisonSikeston · Certified Financial Planner
- Mohamed A. AkramLos Angeles
- Daniela AljawadNewport Beach
- William G. AmbrosichGreenwood Village · Certified Financial Planner
- Jane AnNewport Beach
- Jeffrey S. BallekWoodbury
- Artin BandariLos Angeles
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