Alan Piehl, financial advisor Aurora CO
93 score

Alan Piehl

CRD Number: 1450575
Current Firm: H.d. Vest Advisory Services, Inc.

Alan Piehl (CRD# 1450575) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Aurora, CO and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Advisory Services Aurora, CO Dec 1999 - Current 17
H.d. Vest Investment Services Aurora, CO Dec 1985 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1989
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Alan R. Piehl
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • CO
  • 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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