Shari Anderson, financial advisor Harrison OH
77 score

Shari Anderson

CRD Number: 5998836
Current Firm: H.d. Vest Advisory Services, Inc.

Shari Anderson (CRD# 5998836) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Harrison, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Hd Vest Insurance Agency Inc. Irving, TX Mar 2015 - Current 1
Hd Vest Advisory Services Harrison, OH Jan 2014 - Current 2
Hd Vest Investment Services Cincinnati, OH May 2012 - Current 4
Jack P Arkle, Inc. Cincinnati, OH Nov 2005 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Shari K. Anderson
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • OH
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
77

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