James Stutz, financial advisor Fenton MO
90 score

James Stutz

CRD Number: 6121756
Current Firm: H.d. Vest Advisory Services, Inc.

James Stutz (CRD# 6121756) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Fenton, MO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Advisory Services Fenton, MO Nov 2012 - Current 4
Mccarthy And Company Fenton, MO Sep 2012 - Current 4
H.d. Vest Investment Services Fenton, MO Sep 2012 - Current 4
Unemployed Fenton, MO Sep 2011 - Aug 2012 < 1
Lilar Corporation St. Louis, MO Jun 2009 - Aug 2011 2
University Of Missouri St. Louis St. Louis, MO Aug 2006 - Aug 2011 5
Six Flags St. Louis, MO May 2004 - Aug 2008 4
Maggie Moo's Ice Ceram Fenton, MO Jun 2007 - Dec 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for James P. Stutz
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • MO
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
90
Clean Record
This advisor has a clean track record with regulators.

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