Lewis GlossCRD Number: 4538536
Current Firm: Hbw Advisory Services LLC
Lewis Gloss (CRD# 4538536) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Bloomfield Hills, MI and has over 14 years of experience in the finance industry.
Pathway Financial Planning
Chisholm & Darden Investment Advisors, Inc.
Plante Moran Financial Advisors
|Hbw Advisory Services LLC||Simi Valley, CA||Mar 2008 - Current||8|
|Hbw Insurance And Financial Services, Inc.||Simi Valley, CA||Sep 2005 - Current||11|
|Costco Wholesale||Bloomfield Twp, MI||Oct 2002 - Nov 2015||13|
|Pathwway Financial Design||Grand Rapids, MI||Sep 2005 - Aug 2014||8|
|Hbw Securities LLC||Simi Valley, CA||Feb 2006 - Dec 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2002|
|S65||NASAA Investment Advisors Law Examination||Oct 2007|
Total Assets Under Management241MILLIONS
Total Number of Accounts3,782ACCOUNTS
Average Account Value$63,681
- 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)
AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI
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