Dale Raymond Curtis

Hbw Advisory Services LLC

14 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

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.

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.