Kindsey Ely, financial advisor Alva OK
89 score

Kindsey Ely

CRD 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.

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Company Name Location Dates Years
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 2
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
Contact Info for Kindsey B. Ely
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • OK
  • 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
89
Clean Record
This advisor has a clean track record with regulators.

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