Diane McIntee, financial advisor Hillsborough NC
93 score

Diane McIntee

CRD Number: 5302724
Current Firm: H.d. Vest Advisory Services, Inc.

Diane McIntee (CRD# 5302724) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Hillsborough, NC and has over 10 years of experience in the finance industry.

Similar Advisors
Marc Becker, financial advisor Hillsborough NC
Marc S. Becker
CRD# 4247479
Wiser Financial Coaching, LLC
Score
102
Similar Advisors
Kevin Smythe, financial advisor Hillsborough NC
Kevin J. Smythe
CRD# 3158809
Hornor, Townsend & Kent, Inc.
Score
99
Similar Advisors
Benjamin UySmith, financial advisor Hillsborough NC
Benjamin J. UySmith
CRD# 6155551
Axa Advisors, LLC
Score
99
Company Name Location Dates Years
Hd Vest Insurance Agency Inc. Irving, TX Nov 2015 - Current 2
Hd Vest Insurance Agency Inc. Irving, TX Nov 2015 - Current 2
H.d. Vest Advisory Services Hillsborough, NC May 2007 - Current 10
Diane T. Mcintee Hillsborough, NC Mar 2007 - Current 10
H.d. Vest Investment Services Hillsborough, NC Mar 2007 - Current 10
Mcintee Fusaro & Associates Hillsborough, NC Dec 2009 - Jan 2013 3
Mcintee Fusaro & Associates Hillsborough, NC Oct 1996 - Jan 2013 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Diane T. McIntee
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • NC
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.

Disclosure

Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.