KH
Kerri Herlick
from Hbw Advisory Services LLC
Kerri Herlick is a financial advisor based in California, Simi Valley,
with 12 years of experience. Kerri currently works for
Hbw Advisory Services LLC.
Kerri maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Kerri Herlick works at Hbw Advisory Services LLC
Hbw Advisory Services LLC is a financial advisory firm based in Simi Valley, California. It currently has approximately $1,108,681,804 of assets under management and employs about 66 people. Hbw Advisory Services LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
5 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2655 1st Street, Suite 250, Simi Valley, California, 93065
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