Cathryn
Porter

Hbw Advisory Services LLC

CRD#7251763
Investment Advisor
in Brighton, MI

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About this Advisor

Cathryn Porter is a financial advisor operating in Brighton, Michigan who has 1 year of industry experience. Porter works at Hbw Advisory Services LLC. Throughout their career, Porter has worked at Bradford Financial Advisors LLC, Lederman Kwartowitz Center For Orthopedics And Sports Medicine, Henry Ford Hospital, Tamaroff Motors Inc, Cetera Advisor Networks and Hbw Advisory Services LLC. Porter maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Michigan. Hbw Advisory Services LLC is a registered investment business based out of Simi Valley, CA. The company has offices in 49 locations and a total of 65 people on staff. It handles $1 billion in assets under management among its 11,853 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 11,853 client accounts, just 1% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm 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. A financial advisor's fees depend on which services are provided. Fees charged by Hbw Advisory Services LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

134 West Main Street Suite 100
Brighton, MI 48116

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Hbw Advisory Services LLC Brokerage Details

Total Assets Under Management

$1,019,551,088

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

65

MI Average: 43
Total Number of Accounts

11,853

MI Average: 3,727
Average Account Size

$86,016

MI 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

Cathryn Porter Work History

Cathryn has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Hbw Advisory Services LLC

2021 - Present (3 years)

Cetera Advisor Networks

2020 - Present (4 years)

Bradford Financial Advisors LLC

2020 - 2021 (1 year)

Cetera Advisor Networks

2016 - 2016 (< 1 year)

Henry Ford Hospital

2014 - 2020 (6 years)

Lederman Kwartowitz Center For Orthopedics And Sports Medicine

2011 - 2014 (3 years)

Tamaroff Motors 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 Cathryn Porter 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

Kerri Herlick
Saratoga Springs, NY
Taylor Davis
Simi Valley, CA
Alexander Peets
Simi Valley, CA
Telma Provencio
Oxnard, CA
Brian Malkinson
Simi Valley, CA
Cathryn Porter
Brighton, MI
Joel Fishman
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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