William Orchard-Hays

Current Employers

Employment History

• 01/2006 → 06/2017
  Hbw Securities Llc
  Simi Valley, CA
• 04/2005 → 06/2017
  Hbw Insurance & Financial Services, Inc.
  Simi Valley, CA
• 03/2010 → Present
  Hbw Advisory Services Llc
  Simi Valley, CA
• 12/2013 → 12/2017
  Oh Financial Services Inc.
  Schaumburg, IL
• 06/2017 → 08/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2018 → Present
  Oh Financial Services Llc
  Durham, NC
• 08/2025 → Present
  Silver Oak Securities, Inc.
  Jackson, TN
• 01/2006 → Present
  Stepwise Financial
  Durham, NC

Other Businesses

1. Stepwise Financial, Is Investment Related,"2706 Enterprise Parkway, Ste A, Richmond, VA, 23294, United States", DBA for Independent Financial Professional, Financial Professional,1/30/2006,160 hours per month,120 hours per month during trading hours, Commission Compensation, DBA for Independent Financial Professional and fixed insurance sales 2. HBW Advisory Services LLC,Is Investment Related,"2706 Enterprise Parkway, Ste A, Richmond, VA, 23294, United States", Independent RIA,IAR,5/3/2010,160 hours per month,120 hours per month during trading hours, Fee Based Compensation, IAR 3. OH Financial Services LLC,Is Investment Related,"604 Oxboro Circle, , DURHAM, NC, 27713-0000, United States", Financial Planning & Investment Advice,Member,1/1/2018,145 hours per month,130 hours per month during trading hours, Other Compensation, "Receive both Commissions and Fees because I am dually licensed (S6, S63, S65, Life & Health, Accident, VL and VA, LTCI and Medicare Supplement). I meet with Prospective Clients and Clients to provide Financial Planning, Financial Analysis, and Investment Advice."

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-12-21
• S63 Uniform Securities Agent State Law Examination
  1994-09-01

Other Names

• Bill Orchard-Hays
• Bill Orchard-Hays
• William Orchardhays
• William Orchard-Hays
• Bill Orchard-Hays
• William Orchard-Hays
• William Orchard-Hays Iii