Benjamin Bloom, financial advisor Concord CA
93 score

Benjamin Bloom

CRD Number: 5608031
Current Firm: H.d. Vest Advisory Services, Inc.

Benjamin Bloom (CRD# 5608031) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Concord, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Investment Services Lafayette, CA Feb 2012 - Current 4
H.d. Vest Advisory Services Lafayette, CA Feb 2012 - Current 4
Benjamin Bloom Lafayette, CA Jan 2012 - Current 4
H.d. Vest Insurance Services Lafayette, LA Jan 2012 - Current 4
Lincoln Financial Advisors San Ramon, CA Apr 2011 - Feb 2012 < 1
Mass Mutual Walnut Creek, CA Nov 2008 - Apr 2011 2
Mml Investors Services Inc. Walnut Creek, CA Nov 2008 - Apr 2011 2
Unemployed Piedmont, CA Jan 2008 - Oct 2008 < 1
Gottschalks Davis, CA Oct 2005 - Jan 2008 2
Pms, Phs, Ucdavis Piedmont, CA Oct 1998 - Dec 2007 9
Marshalls Luggage Oakland, CA Sep 1999 - Jul 2007 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for Benjamin M. Bloom
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • CA
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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