William
Orchard-Hays Iii
Hbw Advisory Services LLC
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About this Advisor
William Orchard-Hays Iii is a financial advisor working in Simi Valley, California with 13 years of relevant experience. Orchard-Hays Iii is an advisor for Hbw Advisory Services LLC. Over the course of their career, they have held roles at Hbw Securities LLC, Hbw Insurance & Financial Services, Inc, Hbw Advisory Services LLC, Oh Financial Services Inc, Hbw Partners, Cetera Advisor Networks and Oh Financial Services LLC. Orchard-Hays Iii maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Illinois, North Carolina and Texas. Hbw Advisory Services LLC is an advisory business based in Simi Valley, CA. The firm has offices in 49 locations and a total of 65 advisors. It has $1 billion in assets under management between its 11,853 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 11,853 accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets available to invest. 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 for financial advice largely depend on the services. However, fees billed by Hbw Advisory Services LLC can consist of 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 Orchard-Hays Iii Work History
William has been registered as a financial advisor for 13 years.*
Oh Financial Services LLC
Cetera Advisor Networks
Hbw Advisory Services LLC
Hbw Partners
Oh Financial Services Inc
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 William Orchard-Hays Iii 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
Oxnard, CA
Simi Valley, CA
Simi Valley, CA
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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