Todd
Mccandless

Hbw Advisory Services LLC

CRD#6640769
Investment Advisor
in Chester, VA

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About this Advisor

Todd Mccandless is a financial advisor based in Chester, Virginia, working with Hbw Advisory Services LLC. Todd has previously held positions at Southern Graphic Systems, Hbw Insurance, and Mccandless Enterprises LLC. Todd has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Todd is part of Hbw Advisory Services LLC, which operates out of Chester, Virginia. The firm has 47 offices and 66 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Hbw Advisory Services LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Chester, VA

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Hbw Advisory Services LLC Brokerage Details

Total Assets Under Management

$1,134,812,630

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

66

VA Average: 43
Total Number of Accounts

12,974

VA Average: 3,727
Average Account Size

$87,468

VA 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
  • Educational seminars/workshops

Todd Mccandless Work History

2014 - Present (11 years)

Southern Graphic Systems

2011 - Present (14 years)

Hbw Insurance

2001 - Present (24 years)

Mccandless Enterprises LLC

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Disclosures

Please visit the SEC profile of Todd Mccandless 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

Nicholas Mitchell
Simi Valley, CA
Brian Malkinson
Simi Valley, CA
Kyra King
Simi Valley, CA
Roy Edwards Van Muyen
Simi Valley, CA
Kerri Herlick
Saratoga Springs, NY
Taylor Davis
Simi Valley, CA
Eric Rodland
Boise, ID
Jamison Imhoff
Simi Valley, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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