Anne Oestriecher, financial advisor Alexandria LA
93 score

Anne Oestriecher

CRD Number: 5574567
Current Firm: H.d. Vest Advisory Services, Inc.

Anne Oestriecher (CRD# 5574567) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Alexandria, LA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
H.d.vest Advisory Services Alexandria, LA May 2009 - Current 7
H.d. Vest Investment Services Alexandria, LA Jul 2008 - Current 8
Anne Oestriecher, Cpaq Elmer, LA Mar 2006 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Anne Oestriecher
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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