Roland DortchCRD Number: 1994613
Current Firm: Hbw Advisory Services LLC
Roland Dortch (CRD# 1994613) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 27 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Hbw Advisory Services LLC||Simi Valley, CA||Dec 2009 - Current||7|
|Enterprise Meeting Center, LLC||Richmond, VA||Dec 2008 - Current||8|
|Roland H. Dortch Company||Richmond, VA||Jan 2008 - Current||9|
|Hbw Securities LLC||Simi Valley, CA||Jan 2006 - Current||11|
|Hbw Insurance & Financial Services, Inc.||Simi Valley, CA||Jun 2002 - Current||15|
|Self Employed||Richmond, VA||Dec 1987 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1989|
|S65||NASAA Investment Advisors Law Examination||Dec 2009|
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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