Advisor at HBW Advisory Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
HBW Advisory Services LLC
Location
Chico, CA 95973
Credentials
Series 65
Industry experience
7 years
Up to $10,000 fixed rate for combined ongoing financial planning and asset management services; up to $2,500 fixed fee for financial planning services.
$0+: up to 2.00% $0+: up to 1.50% (Online Portfolio Management via Betterment LLC) $0+: 0.35% (Sub-advisory services to Midland National Life Insurance Co)
Commission-based compensation received by registered representatives for sales of securities and insurance products, separate from advisory fees.
Up to $300 per hour for financial planning and consulting services.
Bianchi AG Services Inc
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Chico, CA
Edward Jones
Series 66
Chico, CA
Edward Jones
Series 66
Chico, CA
Edward Jones
Series 66
Chico, CA
Merrill
Scott Memmott is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies tailored to clients' individual goals and changing market conditions. His approach involves a comprehensive understanding of each client’s full financial picture to help pursue long-term objectives. Scott’s expertise encompasses a range of client needs including college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Scott is a 1985 graduate of Brigham Young University. Outside of his professional career, he is a long-time private pilot and speaks fluent Spanish. He and his wife, Lara, have six children. His personal interests include basketball, boating, reading, skiing, swimming, tennis, traveling, and spending time with his family.
Series 66
Chico, CA
Edward Jones
Series 66
Chico, CA
Edward Jones
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