Val BastinelliCRD Number: 3130254
Current Firm: H.d. Vest Advisory Services, Inc.
Val Bastinelli (CRD# 3130254) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Martins Creek, PA and has over 19 years of experience in the finance industry.
Brighton Financial Planning
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Royal Alliance Associates, Inc.
|Val P. Bastinelli Usef Technical Delegate||Martins Creek, PA||Jul 2011 - Current||6|
|H.d. Vest Investment Services||Martins Creek, PA||Sep 1998 - Current||19|
|Val P. Bastinelli||Martins Creek, PA||Jul 1995 - Current||22|
|Val P. Bastinelli, Cpa||Martins Creek, PA||Aug 1988 - Current||29|
|Val P. Bastinelli||Martins Creek, PA||Mar 1988 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||Nov 1999|
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