Robert RandCRD Number: 1298369
Current Firm: H.d. Vest Advisory Services, Inc.
Robert Rand (CRD# 1298369) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Irving, TX and has over 8 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|H.d. Vest Investment Services||Piedomot, CA||Nov 2008 - Current||8|
|H.d. Vest Advisory Services||Piedmont, CA||Jul 2008 - Current||8|
|Robert J. Rand Cpa||Piedomnt, CA||Jul 1988 - Current||28|
|Rand Financial Dba||Piedmont, CA||Jul 1988 - Nov 2008||20|
|Mass Mutual Life Insurance||Spfld, MA||Dec 1999 - Jul 2008||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2008|
|S65||NASAA Investment Advisors Law Examination||Sep 2008|
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
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