Adviser and broker representative · Nwf Advisory Services Inc.
Judith L. Harlan
CRD 6041618 · San Diego, CA
At a glance
Judith L. 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 Judith’s SEC record dates to 2014, about 12 years ago. Judith is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Nwf Advisory Services Inc.Since September 2018San Diego, CA · $6.4B in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Judith’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
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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.