Lydia SaloCRD Number: 4464586
Current Firm: H.d. Vest Advisory Services, Inc.
Lydia Salo (CRD# 4464586) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Henderson, NV and has over 15 years of experience in the finance industry.
Kingsbridge Wealth Management, Inc.
Hornor, Townsend & Kent, Inc.
Cathay Consultants Ltd.
|H.d.vest Advisory Services||Henderson, NV||Jan 2003 - Current||14|
|H. D. Vest Investment Services||Henderson, NV||Oct 2001 - Current||15|
|L.a. Salo, Cpa, Ltd||Henderson, NV||Jul 1998 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2001|
|S65||NASAA Investment Advisors Law Examination||Jan 2002|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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