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Todd Arthur Penrod

HBW ADVISORY SERVICES LLC·SIMI VALLEY, California
SIE, Series 7, Series 24, Series 51, Series 63, Series 65Clean record10 years registeredHBW ADVISORY SERVICES LLC
2655 1ST STREET, SIMI VALLEY, CA 93065CRD# 4242221Firm CRD# 143665

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Todd Arthur Penrod · SIMI VALLEY, CA
Registration
CRD #4242221 · HBW ADVISORY SERVICES LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

HBW ADVISORY SERVICES LLC
Sep 2015 – present
CETERA ADVISOR NETWORKS LLC
Jun 2017 – Jul 2021
SIMI VALLEY, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 51
Series 63
Series 65
Registration record
First registered · September 9, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HBW ADVISORY SERVICES LLC
CRD 143665 · SEC 801-77333
AUM
$1.5B
Regulatory assets under management
Employees
67
13,885 client accounts
Services offered by HBW ADVISORY SERVICES LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at HBW ADVISORY SERVICES LLC →
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05

Frequently Asked Questions

What services does Todd Arthur Penrod offer?
Todd Arthur Penrod specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SIMI VALLEY, California for a consultation.
What are Todd Arthur Penrod's credentials?
Todd Arthur Penrod is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Arthur Penrod located?
Todd Arthur Penrod is based in SIMI VALLEY, California, working with HBW ADVISORY SERVICES LLC. Their office serves clients in the SIMI VALLEY metropolitan area and surrounding communities.
How does Todd Arthur Penrod charge for services?
Todd Arthur Penrod's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HBW ADVISORY SERVICES LLC?
HBW ADVISORY SERVICES LLC has approximately 67 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HBW ADVISORY SERVICES LLC

Joseph Anthony Bonanno
SIMI VALLEY, CA
Barnett David Hellenbrand
SIMI VALLEY, CA

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