Telma
Provencio
Hbw Advisory Services LLC
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About this Advisor
Telma Provencio is a financial advisor operating in Oxnard, California, with a total of 2 years of relevant experience. Provencio is an advisor for Hbw Advisory Services LLC. Throughout their career, they have worked at Hbw Securities LLC, Ocean View School District, Cetera Advisor Networks LLC and Hbw Advisory Services LLC. Provencio maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in California. Hbw Advisory Services LLC is a registered investment company operating out of Simi Valley, CA. It has offices in 49 locations and a total of 65 people on staff. It administers $1 billion in assets across its 11,853 customer accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 11,853 accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company provides 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 usually depend on which service is provided. Fees charged by Hbw Advisory Services LLC most 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
Telma Provencio Work History
Telma has been registered as a financial advisor for 2 years.*
Hbw Advisory Services LLC
Cetera Advisor Networks LLC
Hbw Securities LLC
Ocean View School District
*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 Telma Provencio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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