Wedbush Securities is one of the nation’s leading wealth management, brokerage and advisory firms with nearly 200 investment professionals dedicated to your financial success. We offer a complete suite of wealth management products and financial services for investors of any size or type.
FINANCIAL PLANNING
We are committed to helping clients achieve their financial goals through entrepreneurial, industry-leading investment ideas, products and services.
Wedbush Securities Advisors are some of the most experienced financial planning, retirement planning, and investment professionals in the industry, delivering excellence through service.
RETIREMENT PLANNING
Wedbush Securities provides comprehensive retirement planning guidance whether you are just starting to save, are nearing retirement, or are currently retired.
INVESTMENT SOLUTIONS
Wedbush Securities offers complete investment services.
Through the first-class resources of Wedbush, the expertise of our Advisors and a wide array of specialized areas, we are committed to providing you with the best products, services and solutions for all of life’s investment needs, including:
LENDING & CHECKING
Wedbush Securities offer banking tools and services to make managing your finances easier – we provide an array of services for both individual and institutional clients.
- PERSONAL
BANKING
SERVICES - MARGIN
LENDING - CLIENTLINK™
ONLINE
ACCOUNTS - CLICK FOR
INFORMATION ON THE
INSURED DEPOSIT PROGRAM - CREDITPLUS™
ASSET MGMT.
TOOL
Our Lending and Checking services seamlessly integrate with your financial plan and your Wedbush Securities account management.
YOUR WEDBUSH ADVISOR AND TEAMS
Wedbush Financial Professionals create long-term relationships with clients founded on trust, consistency, and accessibility. This partnership mindset, bolstered by a breadth of industry knowledge and corporate resources, allows our Advisors and their teams to deliver custom solutions based on your investment goals.
Form CRS Relationship Summary and Regulation Best Interest Disclosures:
Form CRS Relationship Summary provides investors with information about the nature of their relationship with their Wedbush Securities’ investment professionals including an overview of the firm’s services, including information on certain fees and conflicts of interests, and other relevant information.
To view Form CRS, click here.
Regulation Best Interest aims to provide retail customers with full and fair disclosure about the products and services offered by broker dealers, including relevant conflicts of interest, to allow these customers to make appropriate investment decisions pertinent to their investment goals and needs while understanding the associated risks with such decisions.
To view Form Regulation Best Interest Disclosures, click here.