TrueAdvisor
TrueAdvisor
DC
DC

Dale Raymond Curtis

Hbw Advisory Services LLC
14 Years of Experience
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation Planning
Hbw Advisory Services LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
12,626 clients
Average Client Portfolio
$117K average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:None

Location

Temecula, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dale is a financial planner and wealth manager doing business as WealthFort, INC. since 2017.

Employment History
Current Registrations
Hbw Advisory Services LLC
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
Hbw Advisory Services LLC
February 2016 - June 2018 · 2 yrs 4 mos
Madrona Financial Services, LLC
May 2011 - January 2016 · 4 yrs 8 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.