William Kustka, financial advisor Hazlet NJ
81 score

William Kustka

CRD Number: 1420399
Current Firm: H.d. Vest Advisory Services, Inc.

William Kustka (CRD# 1420399) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Hazlet, NJ and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Advisory Services Toms River, NJ Aug 2005 - Current 11
H.d. Vest Investment Services Hazlet, NJ Jun 2005 - Current 11
Legalshield Toms River, NJ Jun 2005 - Current 11
Prepaid Legal Services Hazlet, NJ Nov 1999 - Current 17
William Kustka Hazlet, NJ Feb 1997 - Current 19
Insurance Agent Various (health) Hazlet, NJ Feb 1997 - Current 19
Insurance Agent Various (fixed) Hazlet, NJ Feb 1997 - Current 19
Accurate Business Consulting, Inc. Hazlet, NJ Feb 1997 - Current 19
Katrina's Giftworld Hazlet, NJ Feb 1997 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S65 NASAA Investment Advisors Law Examination Jan 1993
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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for William F. Kustka
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • NJ
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
81

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