Lisa Marie Gilmore

Employer firm

Hbw Advisory Services LLC CRD 143665

$1.75B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 06/2017
  Hbw Securities Llc
  Simi Valley, CA
• 06/2017 → 12/2022
  Cetera Advisor Networks Llc
  El Segundo, CA
• 06/2017 → 12/2022
  Hbw Partners
  Simi Valley, CA
• 01/2021 → Present
  Hbw Advisory Services Llc
  Simi Valley, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-18
• S63 Uniform Securities Agent State Law Examination
  2004-11-15

Other Names

• Lisa Marie Milbauer
• Lisa Marie Milbauer