Joseph Bonanno (CRD# 1907829) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 35 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Hbw Advisory Services LLC | Simi Valley, CA | Sep 2015 - Current | 8 |
Self-employed | Thousand Oaks, CA | Apr 2010 - Current | 14 |
Hbw Securities, LLC | Simi Valley, CA | Sep 2005 - Current | 18 |
Hbw Insurance & Financial Services, Incorporated | Simi Valley, CA | Jan 2005 - Current | 19 |
Hbw Advisory Services LLC | Simi Valley, CA | Apr 2007 - Sep 2015 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1988 |
S65 | NASAA Investment Advisors Law Examination | Jun 2007 |
- CA
- MO
- NV
-
Total Assets Under Management1,135MILLIONS
-
Total Number of Accounts12,974ACCOUNTS
-
Average Account Value$87,468
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.