Michael LivensCRD Number: 3106749
Current Firm: H.d. Vest Advisory Services, Inc.
Michael Livens (CRD# 3106749) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Loveland, CO and has over 19 years of experience in the finance industry.
Gold Medal Waters, Inc.
Caledonia Wealth Management, Ltd.
|Michael D Livens, Cpa||Fort Collins, CO||Jul 2011 - Current||6|
|H.d. Vest Advisory Services||Fort Collins, CO||Nov 2006 - Current||11|
|Michael D Livens||Fort Collins, CO||Jun 2005 - Current||12|
|H.d. Vest Investment Services||Fort Collins, CO||May 2005 - Current||12|
|Michael D Livens Pc||Fort Collins, CO||May 2005 - Current||12|
|Michael A Livens Pc||Bedford, TX||Jul 1997 - Oct 2015||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S65||NASAA Investment Advisors Law Examination||May 1999|
|S66||NASAA Uniform Combined State Law Examination||Feb 2007|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- 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)
- Educational seminars/workshops
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, WY