J CloydCRD Number: 1808900
Current Firm: H.d. Vest Advisory Services, Inc.
J Cloyd (CRD# 1808900) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in London, KY and has over 28 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Next Financial Group, Inc.
|H.d. Vest Advisory Services||London, KY||Feb 2008 - Current||9|
|H.d. Vest Investment Services||London, KY||Oct 2004 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1988|
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