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Chad Michael Francis

HBW Advisory Services LLC

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About Chad Michael Francis

Chad Francis is a registered Investment Advisor Representative with HBW Advisory Services LLC. Chad has been in the industry since July of 2011. Chad has a Series 65 license and is registered in California and Texas. Chad's firm is based in Simi Valley, California and specializes in financial planning, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Chad has a broad range of experience in financial advising and works with a variety of clients, including corporations, individuals, and high net worth individuals.

Firm Information

Chad Francis is currently registered with HBW Advisory Services LLC. HBW Advisory Services LLC is a financial advisor based in Simi Valley, CA. The firm provides a range of services, including financial planning, portfolio management, and educational seminars. HBW Advisory Services serves a variety of clients, including individuals, corporations, and high-net-worth individuals. They have over 60 investment advisor representatives and 55 licensed agents, and manage over $1.4 billion in assets.
HBW Advisory Services LLC

2655 1ST STREET

SIMI VALLEY, CA 93065

$1.48B

Assets Under Management

15

Total Clients

56

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chad Francis’s Registration & Firm History

CA

12/06/2022 - Present

HBW Advisory Services LLC (SIMI VALLEY CA)

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Licenses & Designations

IA

Issued 11/28/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chad Michael Francis.
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