Jody Deel, financial advisor Bluefield VA
89 score

Jody Deel

CRD Number: 6214522
Current Firm: H.d. Vest Advisory Services, Inc.

Jody Deel (CRD# 6214522) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Bluefield, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bluefield Bluefield, VA Aug 2015 - Current 1
Hd Vest Advisory Services Bluefield, VA Feb 2014 - Current 2
H.d.vest Investment Services Bluefield, VA Jun 2013 - Current 3
Jody L. Deel Cpa, Pllc Bluefield, VA Feb 2010 - Current 6
Pemco Corporation Bluefield, VA Jun 2009 - Current 7
Jewell Smokeless Coal Corp. Vansant, VA Feb 2006 - Jun 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2013
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Jody L. Deel
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • VA
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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