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 who works in Chester, Virginia with a total of 7 years of industry experience. Mccandless is an advisor for Hbw Advisory Services LLC. The advisor has gained experience at Southern Graphic Systems, Hbw Insurance and Mccandless Enterprises LLC. Mccandless maintains a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Virginia. Hbw Advisory Services LLC is a firm that has its headquarters in Simi Valley, CA. The investment advisory business has offices in 49 locations and a total of 65 financial advisors. It has $1 billion in assets under management across its 11,853 accounts, placing it among the bigger financial 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 greater than $1 million in assets. Hbw Advisory Services LLC has 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. Fees charged by financial advisors usually vary depending on which service is provided. However, fees billed by Hbw Advisory Services LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

7 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

Chester, VA

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Hbw Advisory Services LLC Brokerage Details

Total Assets Under Management

$1,019,551,088

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

65

VA Average: 43
Total Number of Accounts

11,853

VA Average: 3,727
Average Account Size

$86,016

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

Todd Mccandless Work History

Todd has been registered as a financial advisor for 7 years.*

2014 - Present (10 years)

Southern Graphic Systems

2011 - Present (13 years)

Hbw Insurance

2001 - Present (23 years)

Mccandless Enterprises 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 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

Taylor Davis
Simi Valley, CA
Kerri Herlick
Saratoga Springs, NY
Brian Malkinson
Simi Valley, CA
Alexander Peets
Simi Valley, CA
Telma Provencio
Oxnard, CA
Roman Arteaga
Los Angeles, CA
William Murray
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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