Neal Gardner Davis
Investment adviser representative at Hbw Advisory Services LLC
24 yearsExperience
1 stateRegistered in
$1.7BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- Neal G Davis, LLCAug 2025 to now
- Silver Oak Securities, Inc.Aug 2025 to now
- Hbw Advisory Services, LLCJun 2018 to now
- Cetera Investment Advisers LLCJun 2023 to Aug 2025
- Cetera Wealth Services, LLCJul 2018 to Aug 2025
- Cuso Financial Services, LPFeb 2004 to Jun 2018
- Abnb Federal Credit UnionAug 2002 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (VA).
Hbw Advisory Services LLC
$1.7BAssets managed
13,864Clients
68Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4074391
- Firm CRD
- 143665