Peter SohCRD Number: 4555562
Current Firm: H.d. Vest Advisory Services, Inc.
Peter Soh (CRD# 4555562) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Northridge, CA and has over 14 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|H.d. Vest Advisory Services||Los Angeles, CA||Apr 2006 - Current||11|
|H.d. Vest Investment Services||Los Angeles, CA||Aug 2005 - Current||11|
|Personal Financial Services||Las Alamitos, CA||Oct 2002 - Current||14|
|United Financial Services Of America||Scottsdale, AZ||Jun 2002 - Current||14|
|Advise Inc.||Northridge, CA||Feb 1997 - Jan 2012||14|
|Arise Media Inc.||North Hollywood, CA||Jan 2003 - May 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2002|
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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