Laurette Dearden, financial advisor Laurel MD
96 score

Laurette Dearden

CRD Number: 1413397
Current Firm: H.d. Vest Advisory Services, Inc.

Laurette Dearden (CRD# 1413397) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Laurel, MD and has over 21 years of experience in the finance industry. Laurette Dearden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hd Vest Insurance Agency Inc. Irving, TX Apr 2016 - Current < 1
H.d. Vest Advisory Sevices Laurel, MD Jan 2008 - Current 8
Hd Vest Investment Services Laurel, MD Nov 2007 - Current 9
Laurette M. Dearden, Cpa, Cfp Laurel, MD Jul 1996 - Current 20
1st Global Insurance Services, Inc. Laurel, MD Mar 2006 - Oct 2006 < 1
1st Global Advisors, Inc. Laurel, MD Sep 2004 - Oct 2006 2
1st Global Capital Corp. Laurel, MD Aug 1997 - Oct 2006 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2001
S65 NASAA Investment Advisors Law Examination Apr 1995
Contact Info for Laurette M. Dearden
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • MD
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
96
Clean Record
This advisor has a clean track record with regulators.

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