Christopher NearyCRD Number: 5974179
Current Firm: H.d. Vest Advisory Services, Inc.
Christopher Neary (CRD# 5974179) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Kettering, OH and has over 5 years of experience in the finance industry.
Sound Financial Investment Management, LLC
Raymond James & Associates, Inc.
Greenrock Advisory LLC
|H.d. Vest Investment Services||Kettering, OH||Sep 2011 - Current||5|
|Gold And Black Financial, LLC||Kettering, OH||Sep 2010 - Current||6|
|Montgomery County||Dayton, OH||Dec 2006 - Current||10|
|Clark County Utilities Department||Springfield, OH||Jan 2001 - Dec 2006||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2012|
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