Richard CepakCRD Number: 1307947
Current Firm: H.d. Vest Advisory Services, Inc.
Richard Cepak (CRD# 1307947) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Ennis, TX and has over 32 years of experience in the finance industry.
H.d. Vest Advisory Services, Inc.
Ferguson Financial Planning
|H.d. Vest Advisory Services||Ennis, TX||Jan 1996 - Current||21|
|H.d. Vest Investment Services||Ennis, TX||Mar 1987 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1984|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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