Daniel Joseph Murphy

Hbw Advisory Services LLC

31 Years of Experience

View SEC Summary

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

2655 1st Street, Suite 250, Simi Valley, CA, 93065

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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.

Other Business Activities

Daniel is an investment advisor representative at Winfield Wealth Advisors, LLC, focusing on asset and wealth management. This activity is investment-related.

Employment History

Current Registrations

Hbw Advisory Services LLC

June 2017 - Present · 8 yrs 8 mos

Previous Registrations

Northwestern Mutual Investment Services, LLCBroker

December 2016 - April 2017 · 4 mos

Foreside Funds Distributors LLCBroker

January 2007 - August 2015 · 8 yrs 7 mos

Aston Funds Distributors, INC.Broker

September 2001 - December 2006 · 5 yrs 3 mos

Talbot Financial Services, INC.Broker

June 1999 - May 2001 · 1 yr 11 mos

Safeco Investment Services, INC.Broker

January 1999 - June 1999 · 5 mos

American United Life Insurance CompanyBroker

May 1997 - August 1998 · 1 yr 3 mos

Adp Broker-Dealer, INC.Broker

October 1995 - March 1997 · 1 yr 5 mos

State Street Research Investment Services, INC.Broker

September 1992 - July 1994 · 1 yr 10 mos

Putnam Financial Services, INC.Broker

April 1991 - September 1992 · 1 yr 5 mos

State Registrations2 states

ILTX

Advisor

Exams

No exam information available for this advisor.