Kindsey ElyCRD Number: 6159972
Current Firm: H.d. Vest Advisory Services, Inc.
Kindsey Ely (CRD# 6159972) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Alva, OK and has over 3 years of experience in the finance industry.
Thrivent Investment Management Inc.
|Blue Sky Media||Alva, OK||Jun 2016 - Current||< 1|
|Enj Financial||Alva, OK||May 2016 - Current||< 1|
|Hd Vest Insurance Agency Inc.||Irving, TX||May 2016 - Current||< 1|
|H.d. Vest Advisory Services||Enid, OK||Feb 2014 - Current||3|
|Wymer Brownlee Tax And Financial Management||Enid, OK||Jul 2013 - Current||3|
|Hd Vest Investment Services||Enid, OK||Jul 2013 - Current||3|
|Edward Jones||St Louis, MO||Feb 2013 - Jun 2013||< 1|
|Kingfisher Public Schools||Kingfisher, OK||Aug 2011 - Feb 2013||1|
|Okarche Public Schools||Okarche, OK||Aug 2010 - May 2011||< 1|
|Nbc||Kingfisher, OK||Aug 2008 - Jul 2010||1|
|Student||Alva, OK||Aug 2002 - Dec 2008||6|
|Champs||Alva, OK||Jun 2004 - May 2007||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
|S63||Uniform Securities State Law Examination||Oct 2013|
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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