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Todd Michael Mccandless

Hbw Advisory Services LLC

Chester, VA

Simi Valley, CA

CRD 6640769

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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:

Current Employers
Hbw Advisory Services Llc

2655 1St Street Suite 250, Simi Valley, CA 93065 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2016-04-26
  • VA RA
    APPROVED
    Since 2016-04-26

Branch Locations

Chester, VA • United States

2655 1St Street Suite 250, Simi Valley, CA 93065 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Southern Graphic Systems Sandston VA 07/2014 Present
Hbw Insurance Simi Valley CA 09/2011 Present
Mccandless Enterprises Llc Chester VA 01/2001 Present
  • 07/2014 → Present
    Southern Graphic Systems
    Sandston, VA
  • 09/2011 → Present
    Hbw Insurance
    Simi Valley, CA
  • 01/2001 → Present
    Mccandless Enterprises Llc
    Chester, VA
Other Businesses

9/2016 - Altria Client Services, consumer packaged goods, graphic specialist, develop technical specs for printed packages 40hrs/wk 01/2001 - McCandless Enterprises, LLC, Graphic Design, Designer, design graphics to customer specifications, 0hrs/ wk

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-09
  • S65 Uniform Investment Adviser Law Examination
    2016-04-09

View on SEC IAPD

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