Rory Vanderheyden, financial advisor Clayton CA

Rory Vanderheyden

CRD Number: 704480
Current Firm: Intelligent Investing

Rory Vanderheyden (CRD# 704480) is an Investment Advisor Representative working at Intelligent Investing in Clayton, CA and has over 44 years of experience in the finance industry. Rory Vanderheyden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Intelligent Inversting Clayton, CA Jan 1995 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1980
Contact Info for Rory C. Vanderheyden
Phone Number: 925-408-7327
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    37
    MILLIONS
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $492,045
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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