Charles Lippold, financial advisor Ashland MO
89 score

Charles Lippold

CRD Number: 3140796
Current Firm: H.d. Vest Advisory Services, Inc.

Charles Lippold (CRD# 3140796) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Ashland, MO and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Hd Vest Advisory Services Ashland, MO May 2014 - Current 2
H.d. Vest Investment Services Crane, MO Nov 2013 - Current 3
Freedom Tax And Accounting Services Crane, MO Sep 2004 - May 2015 10
Eagle Knoll Golf Course Hartsburg, MO Mar 2013 - Jul 2014 1
U.s. Army St. Peters, MO Aug 2000 - Jun 2013 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Charles D. Lippold
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • MO
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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