Invested Better
Unclaimed

Unclaimed

Unclaimed

William Orchard-haysiii

HBW Advisory Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you William? Claim Your Profile

About William Orchard-haysiii

William Orchard-haysiii is an investment advisor representative at HBW Advisory Services LLC. William has been working in the financial services industry since 1990 and has a wide range of experience in investment advisory, financial planning, and insurance. William offers a variety of services to individuals and small businesses, including portfolio management, financial planning, and insurance products. William is also a registered representative with FINRA and is licensed to sell securities in multiple states. William is committed to providing his clients with personalized advice and guidance to help them reach their financial goals.

Firm Information

William Orchard-haysiii 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

William Orchard-haysiii’s Registration & Firm History

CA

05/05/2017 - Present

HBW Advisory Services LLC (SIMI VALLEY CA)

NC

01/30/2006 - 06/29/2017

HBW SECURITIES LLC (DURHAM NC)

AZ

06/24/2005 - 12/31/2005

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

GA

04/05/2004 - 05/20/2005

WORLD GROUP SECURITIES, INC. (DULUTH GA)

CT

01/01/2004 - 03/26/2004

ING FINANCIAL PARTNERS, INC. (WINDSOR CT)

IA

10/17/2001 - 01/01/2004

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

IL

04/20/2000 - 08/15/2001

ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)

OH

01/01/2000 - 04/17/2000

CHARTER ONE SECURITIES, INC. (CLEVELAND OH)

IL

04/13/1998 - 01/01/2000

INVESTMENT NETWORK, INC. (FRANKLIN PARK IL)

MA

08/01/1994 - 04/06/1998

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

WI

11/15/1990 - 04/21/1994

NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)

Not sure if William Orchard-haysiii is right for you?

Licenses & Designations

IA

Issued 12/21/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/01/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Orchard-haysiii.
Not sure if William Orchard-haysiii is right for you?