NBS FINANCIAL & INSURANCE SERVICES INC of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser (CRD 110600). Regulatory assets under management: $273.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Susan Yvonne Crossan | CHIEF COMPLIANCE OFFICER/ VP | — |
| Joseph John Crossan | PRESIDENT | — |
| CROSSAN JOHN JOSEPH | PRESIDENT; VICE PRESIDENT | — |
| CROSSAN JOSEPH JOHN | PRESIDENT; VICE PRESIDENT; VICE-PRESIDENT | — |
| CROSSAN SUSAN YVONNE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/ VP | — |