Hbc Financial Services, Pllc

Hbc Financial Services, Pllc (CRD# 115751) is a financial advisory firm headquartered in Seattle, WA. They manage $230,920,934 in 521 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    231
    MILLION
  • Total Number of Accounts
    521
    ACCOUNTS
  • Average Account Value
    $443,226
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Hbc Financial Services, Pllc
Showing 1 - 3 of 3 top financial advisors.
1
James B. Claypool
CRD#: 4680688
1200 Westlake Ave N, Ste 902, Seattle, WA 98109
93
Wealthminder
score

James Claypool (CRD# 4680688) is an Investment Advisor Representative working at Hbc Financial Services, Pllc in Seattle, WA and has over 13 years of experience in the finance industry.

2
James D. Guard
CRD#: 5569407
1200 Westlake Ave N, Ste 902, Seattle, WA 98109
93
Wealthminder
score

James Guard (CRD# 5569407) is an Investment Advisor Representative working at Hbc Financial Services, Pllc in Seattle, WA and has over 8 years of experience in the finance industry.

3
David R. Harrison
CRD#: 4455414
1200 Westlake Ave N, Ste 902, Seattle, WA 98109
87
Wealthminder
score

David Harrison (CRD# 4455414) is an Investment Advisor Representative working at Hbc Financial Services, Pllc in Seattle, WA and has 1 year of experience in the finance industry.

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