Brian
Malkinson

Hbw Advisory Services LLC

CRD#6952754
Investment Advisor
in Simi Valley, CA

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About this Advisor

Brian Malkinson is a financial advisor working out of Simi Valley, California, with 10 years in the industry. Malkinson is an advisor for Hbw Advisory Services LLC. During their career, Malkinson has held roles at Sci Business Solutions, Project Walk, Anthem Education and Hbw Advisory Services. Malkinson holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in California and Texas. Hbw Advisory Services LLC is a firm headquartered in Simi Valley, California. It has offices in 45 locations and a total of 57 advisors. It manages $534 million in assets across its 7,103 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules typically depend on which services are offered. Fee types billed by Hbw Advisory Services LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

3355 Cochran Street Suite 100
Simi Valley, CA 93063

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Hbw Advisory Services LLC Brokerage Details

Total Assets Under Management

$533,968,631

CA Average: $7,578,581,321
Total Number of Employees

57

CA Average: 43
Total Number of Accounts

7,103

CA Average: 3,727
Average Account Size

$75,175

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Brian Malkinson Work History

Brian has 10 years of experience.

2018 - Present (3 years)

Hbw Advisory Services

2016 - 2017 (1 year)

Sci Business Solutions

2013 - 2016 (3 years)

Sci Business Solutions

2012 - 2013 (1 year)

Sci Business Solutions

2010 - 2011 (1 year)

Project Walk

2010 - 2010 (< 1 year)

Anthem Education

Disclosures

Brian Malkinson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Hbw Advisory Services LLC

Chad Cosens
Simi Valley, CA
William Rudkin
Simi Valley, CA
Chad Francis
Simi Valley, CA
Stephen Foley
Simi Valley, CA
Kerri Herlick
Saratoga Springs, NY
Brian Malkinson
Simi Valley, CA
Kyra King
Simi Valley, CA
Jeffrey Dennison
Madison, AL

This content was compiled from the SEC and FINRA.

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