Kevin EnglertCRD Number: 5914968
Current Firm: H.d. Vest Advisory Services, Inc.
Kevin Englert (CRD# 5914968) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Alexandria, VA and has over 5 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Hd Vest Insurance Agency Inc.||Irving, TX||Jan 2016 - Current||< 1|
|Hd Vest Investment Services||Springfield, VA||Apr 2011 - Current||5|
|Englert & Associates Cpas||Springfield, VA||Apr 2011 - Current||5|
|Englert & Associates Cpa's||Springfield, VA||Jan 2011 - Current||5|
|Fannie Mae||Washington, DC||Aug 2008 - Mar 2011||2|
|Harman Industries International, Inc.||Stamford, CT||Jan 2006 - Aug 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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