William
Murray
Hbw Advisory Services LLC
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About this Advisor
William Murray is a certified financial planner who works in Simi Valley, California with 8 years of relevant experience. Murray is an employee of Hbw Advisory Services LLC. Their career trajectory has included roles at Guardian Life Insurance Co, Park Avenue Securities LLC, Hbw Securities LLC, Hbw Advisory Services LLC, Sonoma Wealth Advisors, Page One and Cetera Advisor Networks LLC. Murray holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in California. Hbw Advisory Services LLC is a financial advisory firm that has its headquarters in Simi Valley, CA. The investment advisory business has offices in 49 locations and a total of 65 advisors. It manages $1 billion in total assets among its 11,853 client accounts, making it one of the bigger firms in the United States by assets under management. Of its 11,853 accounts, just 1% are held by high-net-worth investors who have more than $1 million in assets available to invest. The firm offers 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 usually are based on the type of services provided. Fees billed by Hbw Advisory Services LLC can include some 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
William Murray Work History
William has been registered as a financial advisor for 8 years.*
Sonoma Wealth Advisors
Cetera Advisor Networks LLC
Page One
Hbw Advisory Services LLC
Hbw Securities LLC
Guardian Life Insurance Co
Park Avenue Securities LLC
*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 William Murray 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
Oxnard, CA
Simi Valley, CA
Simi Valley, CA
Corona, CA
Simi Valley, CA
Corona, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
