Laurette DeardenCRD 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 22 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.
Commonwealth Financial Network
Planning Solutions Group, LLC
Summit Financial Group Inc.
|Hd Vest Insurance Agency Inc.||Irving, TX||Apr 2016 - Current||1|
|H.d. Vest Advisory Sevices||Laurel, MD||Jan 2008 - Current||10|
|Hd Vest Investment Services||Laurel, MD||Nov 2007 - Current||10|
|Laurette M. Dearden, Cpa, Cfp||Laurel, MD||Jul 1996 - Current||21|
|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|
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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