Roland
Dortch
Hbw Advisory Services LLC
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About this Advisor
Roland Dortch is a financial advisor who works in Simi Valley, California with 14 years of relevant experience. Dortch is currently employed by Hbw Advisory Services LLC. Throughout their career, they have worked at Hbw Insurance & Financial Services, Inc, Hbw Securities LLC, Enterprise Meeting Center, LLC, Roland H. Dortch Company, Hbw Advisory Services LLC, Cetera Advisor Networks LLC and Hbw Insurance & Financial Services Inc Dba Hbw Partners. Dortch maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Texas and Virginia. Hbw Advisory Services LLC is a financial advisory business that has its headquarters in Simi Valley, CA. The firm has offices in 49 locations and a total of 65 people on staff. It has $1 billion in assets under management between its 11,853 accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 11,853 client accounts, just 1% are held by high-net-worth individuals who have at least $1 million in investable assets. Hbw Advisory Services LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically vary depending on the type of financial services. However, fees charged by Hbw Advisory Services LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hbw Advisory Services LLC Brokerage Details
$1,019,551,088
65
11,853
$86,016
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
Roland Dortch Work History
Roland has been registered as a financial advisor for 14 years.*
Cetera Advisor Networks LLC
Hbw Insurance & Financial Services Inc Dba Hbw Partners
Hbw Advisory Services LLC
Roland H. Dortch Company
Enterprise Meeting Center, LLC
Hbw Securities LLC
Hbw Insurance & Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Roland Dortch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hbw Advisory Services LLC
Simi Valley, CA
Saratoga Springs, NY
Simi Valley, CA
Corona, CA
Simi Valley, CA
Oxnard, CA
Brighton, MI
Simi Valley, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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