Stephen Landis, financial advisor Fort Myers Beach FL
93 score

Stephen Landis

CRD Number: 1888682
Current Firm: H.d. Vest Advisory Services, Inc.

Stephen Landis (CRD# 1888682) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Fort Myers Beach, FL and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Advisory Services Ft. Myers Beach, FL May 1992 - Current 24
Stephen R. Landis Cpa Ft. Meyers, FL Dec 1989 - Current 27
H.d. Vest Investment Services Ft. Myers Beach, FL Oct 1988 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1996
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Stephen R. Landis
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • FL
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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