Eric SchneiderCRD Number: 6288983
Current Firm: H.d. Vest Advisory Services, Inc.
Eric Schneider (CRD# 6288983) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Houston, TX and has over 2 years of experience in the finance industry.
|Hd Vest Advisory Services||Houston, TX||Jun 2014 - Current||2|
|Alfred W. Zientek & Company, P.c.||Houston, TX||Jan 2014 - Current||3|
|H.d.vest Investment Services||Houston, TX||Jan 2001 - Current||16|
|Unemployed||Houston, TX||Oct 2013 - Dec 2013||< 1|
|Tesi Group LLC||Houston, TX||Jul 2013 - Sep 2013||< 1|
|Penske Truck Leasing||Houston, TX||Jan 2008 - Jun 2008||< 1|
|Penske Truck Leasing||Houston, TX||Sep 2006 - Dec 2007||1|
|Penske Truck Leasing||Houston, TX||Feb 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2014|
|S63||Uniform Securities State Law Examination||Mar 2014|
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
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.