Val Bastinelli, financial advisor Martins Creek PA
93 score

Val Bastinelli

CRD 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 17 years of experience in the finance industry.

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Company Name Location Dates Years
Val P. Bastinelli Usef Technical Delegate Martins Creek, PA Jul 2011 - Current 5
H.d. Vest Investment Services Martins Creek, PA Sep 1998 - Current 18
Val P. Bastinelli Martins Creek, PA Jul 1995 - Current 21
Val P. Bastinelli, Cpa Martins Creek, PA Aug 1988 - Current 28
Val P. Bastinelli Martins Creek, PA Mar 1988 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Val P. Bastinelli
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • PA
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
93
Clean Record
This advisor has a clean track record with regulators.

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