Dawn McDuell, financial advisor Elkins Park PA
93 score

Dawn McDuell

CRD Number: 4452712
Current Firm: H.d. Vest Advisory Services, Inc.

Dawn McDuell (CRD# 4452712) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Elkins Park, PA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Advisory Services Elkins Park, PA Feb 2008 - Current 8
H.d. Vest Investment Services Elkins Park, PA Aug 2001 - Current 15
Ronald R. Mcduell Ltd Elkins Park, PA Jun 1991 - Current 25
Goldstein & Mcduell Elkins Park, PA Jun 1991 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Dawn L. McDuell
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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