Heath Chavis, financial advisor Gaithersburg MD
89 score

Heath Chavis

CRD Number: 6182396
Current Firm: H.d. Vest Advisory Services, Inc.

Heath Chavis (CRD# 6182396) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Gaithersburg, MD and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Rosenbloom & Butler,cpa,pc Rockville, MD Jun 2014 - Current 2
H.d.vest Advisory Services Gaithersburg, MD Jan 2014 - Current 2
H.d.vest Investment Services Gaithersburg, MD Apr 2013 - Current 3
Mcquade Bennan, LLP Washington, DC Dec 2011 - Jun 2014 2
Bdo Usa, LLP Bethesda, MD Apr 2009 - Dec 2011 2
Unemployed Timonium, MD Mar 2009 - Mar 2009 < 1
Meehan & Roby, LLP Timonium, MD Aug 2007 - Feb 2009 1
Unemployed Baltimore, MD Jul 2007 - Jul 2007 < 1
Kpmg Baltimore, MD Jan 2007 - Jun 2007 < 1
University Of Maryland Baltimore, MD Apr 2003 - Jun 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Heath Chavis
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • MD
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
89
Clean Record
This advisor has a clean track record with regulators.

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