Clyde McKayCRD Number: 3131369
Current Firm: H.d. Vest Advisory Services, Inc.
Clyde McKay (CRD# 3131369) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Feasterville-Trevose, PA and has over 18 years of experience in the finance industry.
Cypress Financial Planning
Academy Wealth Advisers, LLC
Sensenig Capital Advisors, Inc.
|H.d. Vest Investment Services||Feasterville, PA||Sep 1998 - Current||19|
|Mckay Derito & Co||Festerville, PA||Jan 1981 - Current||36|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 1999|
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