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Roseville, CA 95661
916-580-2753
About HBW Financial Advisors
At HBW Advisory Services we provide investment management and strategic wealth planning that is unique to every client. Our primary focus is to provide objective opinions, the best interest of each client that are designed to pursue long-term investment results.
Our Financial Advisors are fiduciaries that are required by law to give advice that is in the best interest of the client. We work together to provide the highest levels of trust, integrity and respect while always collaborating to create custom solutions. Our Advisors are dedicated to professionally supporting, educating, and providing informed direction to every client.
An HBW professional can help individuals, families, and businesses take action and implement strategies that align their money choices with their core values and goals.
Simply put, we strive to be our client's trusted advisor.
See Disclosures
General Information
Firm Start Year
2008
CRD#
4719570
Firm CRD#
143665
Years of Experience in Financial Services
22
Number of Years with Current Firm
16
Work Experience
HBW Advisory Services LLC - Investment Adviser Representative (2010 - Present) Jones Financial Network Inc. dba HBW Financial Advisors - President/CEO and Financial Advisor (2018 - Present) Cetera Advisor Networks LLC - Registered Representative (2017 - 2022); Investment Adviser Representative (2017 - 2020) HBW Securities LLC - Registered Representative (2006 - 2017) American General Securities Incorporated - Registered Representative (2004 - 2005) PFS Investments Inc. - Registered Representative (2003 - 2004)
Work with the following types of clients
Businesses, Individual Investors
Foreign Languages Serviced
English and Spanish
Advisory Services Provided
Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management
Services
Investment Types
Stocks, Bonds, Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Insurance
Can meet clients in the following ways
Email, Phone, Our Office, Video Conference
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
SIE, Series 65
Insurance and Annuity Licenses
Long Term Care, Life, Annuity, Disability
Compensation and Fees
Fee Structure
Fee-Only
Compensation Methods
Based on Assets
Disclosures
https://adviserinfo.sec.gov/individual/summary/4719570
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1894768/retirementplanning-HBW-Financial-Advisors-detailed-disclosure.html