Telma Provencio (CRD# 5413502) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Oxnard, CA and has over 16 years of experience in the finance industry.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6139451
Lincoln Financial Advisors Corporation
CRD# 2781617
Thalassa Capital LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hbw Advisory Services LLC | Simi Valley, CA | May 2021 - Current | 3 |
| Cetera Advisor Networks LLC | Camarillo, CA | Jun 2017 - Current | 6 |
| Hbw Securities LLC | Simi Valley, CA | Apr 2012 - Current | 12 |
| Ocean View School District | Oxnard, CA | Mar 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2007 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- CA
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Total Assets Under Management1,135MILLIONS
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Total Number of Accounts12,974ACCOUNTS
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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
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