Robert Weseloh, financial advisor East Stroudsburg PA
93 score

Robert Weseloh

CRD Number: 3157013
Current Firm: H.d. Vest Advisory Services, Inc.

Robert Weseloh (CRD# 3157013) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in East Stroudsburg, PA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Eastern Premier Holding Company, LLC East Stroudsburg, PA Jan 2012 - Current 4
H.d. Vest Investment Services East Stroudsburg, PA Nov 1998 - Current 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 1999
Contact Info for Robert L. Weseloh
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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