Mitchell Friedman, financial advisor Bensalem PA
93 score

Mitchell Friedman

CRD Number: 2013947
Current Firm: H.d. Vest Advisory Services, Inc.

Mitchell Friedman (CRD# 2013947) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Bensalem, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Advisory Services Yardley, PA Jan 2008 - Current 8
H.d. Vest Investment Services Yardley, PA Dec 2007 - Current 9
Mitchell Friedman Yardley, PA Jul 2007 - Current 9
First Data Corporation Wilmington, DE Feb 1995 - Current 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Mitchell Friedman
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • PA
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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