Andrea Smith Young

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

• 02/2024 → Present
  Hbw Advisory Services
  Simi Valley, CA
• 09/2003 → 06/2023
  Gentec Inc
  San Fransico, CA
• 06/2023 → 02/2024
  Retired
  Missouri City, TX

Other Businesses

5/2024 - THE ALLEN DAVE INSURANCE GROUP, INSURANCE AGENT, SELLING FINAL EXPENSE INSURANCE POLICIES

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-20