Jamison Imhoff (CRD# 6068467) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 11 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 |
---|---|---|---|
Blue Diamond Financial Coaching LLC | Mayfield, KY | Jun 2017 - Current | 6 |
Hbw Advisory Services LLC | Simi Valley, CA | Jun 2017 - Current | 6 |
Blue Diamond Financial Solutions | Lansing, MI | May 2012 - Current | 11 |
Hbw Insurance & Financial Services, Inc. | Mayfield, KY | May 2012 - Current | 11 |
Cetera Advisor Networks LLC | El Segundo, CA | Jun 2017 - Sep 2023 | 6 |
Elite Marketing Group | Houston, TX | May 2018 - Dec 2019 | 1 |
Jamison Imhoff | Mayfield, KY | Oct 2014 - Dec 2019 | 5 |
Hbw Tax Partners Services LLC | Mayfield, KY | Jan 2016 - Jan 2018 | 2 |
Hbw Securities LLC | Simi Valley, CA | Jan 2014 - Jun 2017 | 3 |
Blue Diamond Enterprises, LLC | Paducah, KY | Jun 2014 - Aug 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2012 |
S65 | NASAA Investment Advisors Law Examination | May 2017 |
- KY
- MI
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Total Assets Under Management1,135MILLIONS
-
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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