William
Orchard-Hays Iii

Hbw Advisory Services LLC

CRD#2082967
Investment Advisor
in Simi Valley, CA

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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

Series 63, Series 65

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3355 Cochran Street Suite 100
Simi Valley, CA 93063

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Hbw Advisory Services LLC Brokerage Details

Total Assets Under Management

$1,019,551,088

CA Average: $7,578,581,321
Total Number of Employees

65

CA Average: 43
Total Number of Accounts

11,853

CA Average: 3,727
Average Account Size

$86,016

CA Average: $2,033,427

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.*

2018 - Present (6 years)

Oh Financial Services LLC

2017 - Present (7 years)

Cetera Advisor Networks

2010 - Present (14 years)

Hbw Advisory Services LLC

2005 - Present (19 years)

Hbw Partners

2013 - 2017 (4 years)

Oh Financial Services Inc

2006 - 2017 (11 years)

Hbw Securities LLC

2005 - 2017 (12 years)

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

Taylor Davis
Simi Valley, CA
Kerri Herlick
Saratoga Springs, NY
Brian Malkinson
Simi Valley, CA
Telma Provencio
Oxnard, CA
Alexander Peets
Simi Valley, CA
Joel Fishman
Simi Valley, CA
Todd Penrod
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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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.

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