Richard ReiserCRD Number: 4448642
Current Firm: H.d. Vest Advisory Services, Inc.
Richard Reiser (CRD# 4448642) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Kenner, LA and has over 10 years of experience in the finance industry.
Fpl Capital Management, LLC
Upperline Financial Planning, LLC
Deane Retirement Strategies, Inc.
|H.d. Vest Advisory Services||Kenner, LA||Oct 2007 - Current||10|
|H.d. Vest Investment Serices||Kenner, LA||Apr 2007 - Current||10|
|Richard P Reiser, Jr. Cpa||Kenner, LA||Jun 1985 - Current||32|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2007|
|S63||Uniform Securities State Law Examination||Jan 2014|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- 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)
- Educational seminars/workshops
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, WY