Joseph Ochotny, financial advisor Lansdale PA
93 score

Joseph Ochotny

CRD Number: 3104970
Current Firm: H.d. Vest Advisory Services, Inc.

Joseph Ochotny (CRD# 3104970) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Lansdale, PA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Executor Of Beryl King Estate Lansdale, PA Sep 2013 - Current 3
H.d. Vest Investment Services North Wales, PA Aug 1998 - Current 18
Joseph J Ochotny Jr., Cpa Landsdale, PA Jan 1990 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Jul 1999
Contact Info for Joseph J. Ochotny
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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