Nancy ForsythCRD Number: 5363537
Current Firm: H.d. Vest Advisory Services, Inc.
Nancy Forsyth (CRD# 5363537) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Houston, MN and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Interactive Financial Advisors
Thrivent Investment Management Inc.
|Hd Vest Advisory Services||Houston, MN||Nov 2011 - Current||5|
|Bluff Country Financial Services||Houston, TX||May 2007 - Current||9|
|Hd Vest||Houston, TX||May 2007 - Current||9|
|Unt||Denton, TX||Jan 2004 - May 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
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