Taylor
Davis
Hbw Advisory Services LLC
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About this Advisor
Taylor Davis is a financial advisor operating out of Simi Valley, California who has 1 year of relevant experience. Davis is an employee of Hbw Advisory Services LLC. Davis has gained experience at Homemaker, Cui, Usc, Dch Ford, Ventura College and Hbw Advisory Services LLC. Davis holds a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Virginia. Hbw Advisory Services LLC is a financial advisory company that has its headquarters in Simi Valley, CA. The investment advisory business has offices in 49 locations and a total of 65 financial advisors. It controls $1 billion in assets under management among its 11,853 customer accounts, making it one of the bigger firms in the United States by assets under management. Of its 11,853 accounts, just 1% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Hbw Advisory Services LLC 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. A financial advisor's fees vary depending on which services the firm provides the client. However, fee types billed by Hbw Advisory Services LLC may include any combination of 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
Taylor Davis Work History
Taylor has been registered as a financial advisor for 1 years.*
Hbw Advisory Services LLC
Homemaker
Cui
Homemaker
Dch Ford
Usc
Ventura College
*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 Taylor Davis 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
Saratoga Springs, NY
Simi Valley, CA
Corona, CA
Simi Valley, CA
Oxnard, CA
Simi Valley, CA
Brighton, MI
Simi Valley, CA
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